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This role is for you if you are an experienced Financial Advisor looking for the next step in your career. You will benefit from joining an experienced team where you will receive support, hybrid working, great benefits, and will have the ability to study with financial support to further develop your career to gain your Chartered status.
The Business
The business is a well-established Chartered Financial Planning practice who are based in the heart of Liverpool. They are directly authorised and are a Chartered financial planner.
The Role
In a typical day, you will be involved in providing advice to help maintain existing client relationships, identifying and contacting potential new clients, and using the latest technology to present and provide the best possible advice to your clients. You will be well supported with paraplanning and administrative support.
Benefits
- Competitive salary of up to £70,000, depending on experience
- 28 days holiday plus bank holidays
- Birthday off if falls on a working day.
- Flexible working
- Pension contributions up to 5%
- Private medical insurance
- Modern new office
- Home working available
- Paid study and development support
- Discretionary bonus / profit share scheme
If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
