Financial Planning Expert for Business Growth

3 days ago


Liverpool, Liverpool, United Kingdom Bond Rec Full time

Bond Rec, a respected firm of Chartered Financial Planners in Merseyside, seeks an experienced Financial Planner to drive business growth and provide expert financial advice.

Key Responsibilities
  • Develop and maintain client relationships to achieve business targets
  • Build internal relationships to support business growth
  • Promote the company's profile within the profession and wider communities

The successful candidate will have:

  • A minimum Diploma in Regulated financial planning, working towards Chartered status
  • 5 years' experience in financial services, with a proven track record of developing new business streams
Job Requirements

To succeed in this role, you will need:

  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Knowledge of financial products and services
  • Ability to work independently and as part of a team

Bond Rec offers a competitive salary of £50,000 - £70,000 per annum, depending on experience. If you are a motivated and experienced Financial Planner looking for a challenging role, please apply.



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