Chartered Financial Planner

1 day ago

Liverpool, United Kingdom Bond Rec Full time

Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial Planner


The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.


Qualifications:

Min Diploma in Regulated financial planning working towards Chartered status

Experience: 5 years working in financial services


  • Key Contributions and OutputsDeveloping and maintaining Client relationships to help maintain business flow and meet agreed targets
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Providing financial information and advice to Clients, appropriate to their individual needs
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • The role holder has primary responsibility for:The development and acquisition of new financial advice business to ensure that business targets are met
  • Some technical aspects of preparing for Client meetings, including financial recommendations and Client presentations
  • Running and managing Client meetings
  • Preparation of meeting notes and fact finding documentation
  • Ensuring that all Client requirements are followed through to the appropriate conclusion
  • Managing an ongoing review service appropriate to the Client’s needs in line with the business’s proposition offering
  • Individual workflow and task delivery


Company benefits:

25 days holiday plus bank holidays

Birthday off

Hybrid working once probation is passed

Cycle to work scheme

10 x death in service

  • Chartered Financial Planner

    2 days ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial PlannerThe role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to...

  • Chartered Financial Planner

    2 days ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial PlannerThe role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to...

  • Chartered Financial Planner

    2 days ago

    Liverpool, UK, Merseyside, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial PlannerThe role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to...

  • Chartered Financial Planner

    7 months ago

    Liverpool, United Kingdom Attivo Group Full time

    **Chartered Financial Planner - Liverpool** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach...

  • Chartered Financial Planner

    1 day ago

    Liverpool, Liverpool, United Kingdom ZipRecruiter Full time

    Job OverviewWe 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...

  • Financial Service Planner

    2 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    1 month ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    2 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    2 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    1 month ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    1 month ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    1 month ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    1 month ago

    Liverpool, United Kingdom Bond Rec Full time

    Job Description Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans...

  • Financial Planner

    1 month ago

    Liverpool, UK, Merseyside, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Senior Financial Planner

    18 hours ago

    Liverpool, Liverpool, United Kingdom Bond Rec Full time

    Job Title: Senior Financial PlannerWe are Bond Rec, a well-established firm of Chartered Financial Planners in Merseyside. We are seeking an experienced Senior Financial Planner to join our team due to the continued growth of our business.About the Role:The role of the Senior Financial Planner is to develop new and maintain existing business streams,...

  • Financial Planner

    6 months ago

    Liverpool, United Kingdom Ortus PSR Full time

    We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team. Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of success, they are committed...

  • Financial Planning Specialist

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Bond Rec Full time

    At Bond Rec, we're looking for an experienced Financial Planner to join our team and contribute to the growth of our business. As a Chartered Financial Planner, you'll play a key role in developing new and maintaining existing business streams, providing Clients with tailored financial strategies and plans to meet their needs and objectives.The Financial...

  • Financial Planning Expert for Business Growth

    4 weeks 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 ResponsibilitiesDevelop and maintain client relationships to achieve business targetsBuild internal relationships to support business growthPromote the company's profile within the...

  • Financial Planner- Equity option

    1 month ago

    Liverpool, United Kingdom Ferguson Dean Full time

    Job Description The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably...

  • Financial Planner- Equity option

    1 month ago

    Liverpool, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...