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Financial Planner

Synchronicity Group
Posted a month ago
Location

Liverpool, Merseyside L96GB, England

Salary

£35,000 - £60,000 per annum

info
Contract type

Full Time

An award winning, Chartered Financial Planning firm is looking to expand their business by appointing 1-2 Associate Financial Planners, to take over an existing client bank and grow this further with new business enquiries and prospective clients from your own network.

This is a fantastic opportunity to join an entreprenurial and boutique firm as they grow, with excellent progression and earning potential.

You will have at least 3 years industry experience, have the Level 4 Diploma and be close to achieving Chartered status. Ideally you will have experience of advising clients and have CAS already, although Chartered Paraplanners looking to step up into an Advisor role will also be considered.

Salary is up to £60k depending on experience and qualifications, plus an excellent bonus scheme and additional benefits including working from home flexibility.


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