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Financial Planner

Job LocationLiverpool
EducationNot Mentioned
Salary£40,000 - £60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

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 servicessector, operating at the forefront of innovation. With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism. We are currently seeking dynamic individuals to join a leading financial planning team as Associate Financial Planners. In this role, you will collaborate closely with senior management to service existing clients and engage with new business opportunities.Adaptability and a proactive approach are essential attributes for success in our entrepreneurial environment.Requirements:

  • Minimum of 3 years experience in the financial services industry
  • Holds a Level 4 diploma qualification
  • Ideally, holds or is close to achieving chartered status
Key Responsibilities:
  • Cultivate and maintain client relationships to drive business growth and meet performance targets
  • Foster internal partnerships to support the organizations strategic objectives
  • Contribute to enhancing the firms profile within professional networks and wider communities
  • Provide personalized financial advice tailored to individual client needs
  • Participate in investment decision-making processes
Benefits :
  • Competitive salary range of £40,000 to £60,000, commensurate with experience
  • Generous annual leave entitlement, including bank holidays
  • Additional perks such as a day off on your birthday and early Friday finishes
  • Employer pension contributions up to 5%
  • Comprehensive private medical insurance coverage
  • Modern office facilities conducive to productivity and collaboration
  • Flexible work arrangements, including remote working options
  • Support for ongoing professional development and training
  • Performance-based bonus or profit-sharing scheme
  • Employee wellness initiatives, including cycle to work scheme and team social events

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