Chartered Financial Planner

1 day ago


Liverpool, Liverpool, United Kingdom ZipRecruiter Full time
Job Overview

We are a respected firm of Chartered Financial Planners in Merseyside, seeking an experienced Asset Wealth Manager to join our team. Our clients rely on us for expert financial guidance and advice.

The successful candidate will be responsible for developing new and maintaining existing business streams, as well as informing clients of financial strategies and plans appropriate to their needs and objectives. This will involve making investment management decisions and collaborating with internal teams to achieve business targets.

Key Responsibilities:

  • Developing and maintaining client relationships to ensure business growth and meet agreed targets.
  • Maintaining internal relationships to support business growth and meet agreed targets.
  • Promoting the profile of our firm within the profession and wider communities.
  • Providing financial information and advice to clients, tailored to their individual needs.
  • Staying up-to-date with industry developments and regulatory requirements.

Requirements:

  • A minimum Diploma in Regulated Financial Planning, working towards Chartered status.
  • At least 5 years' experience in financial services.

Benefits:

  • An estimated salary of £55,000 - £80,000 per annum, depending on experience.
  • 25 days annual leave, plus bank holidays and birthday off.
  • Hybrid working arrangement, once probation is passed.
  • Cycle to work scheme.


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