Job Description
The Liverpool office of a leading Financial Planning practice is 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, moving towards £250k plus with total pay outs. All paraplanning and administrative support will be provided.
The Company
The Liverpool office of a Financial Planning firm.
The Role
1. Origination and management of a private client portfolio.
2. Working with partners in the professional practice to identify additional opportunities.
3. Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.
4. Maintaining up-to-date and compliant client files in conjunction with the technical team.
5. Keeping up to date CPD.
6. Actively seeking out new client opportunities as required.
The Candidate
1. Diploma Level 4 as a minimum, ideally working towards Chartered.
2. Ability to manage and maximise portfolios, in line with TCF and FCA requirements.
3. Knowledge of general planning and ideally VCT, EIS, and IHT matters.
Package
Six figure earnings, moving to significant levels with pay outs.
Next Steps
Apply with a CV to the below email for a confidential discussion and review of opportunity and process.
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