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Ferguson Dean Limited
Chester
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the dem
Job Source: Ferguson Dean LimitedFerguson Dean
Chester, England, United Kingdom
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the dem
Job Source: Ferguson DeanFocus Search and Selection
Chester
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionSynchronicity Group
Liverpool
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
Job Source: Synchronicity GroupResource Matters Ltd
Mold
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdEverpool Recruitment
Southport
Job Title: Experienced Financial Planner Location:Southport Salary: £60,000 - £80,000 per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive
Job Source: Everpool RecruitmentEverpool
Southport
Job Title: Experienced Financial Planner Location: Southport Salary: £60,000 - £80,000 per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive l
Job Source: EverpoolExchange Street Claims & Financial Services
Liverpool
Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business th
Job Source: Exchange Street Claims & Financial Servicesliverpool, england, United Kingdom
My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
The Role:
To build new client relationships and maintain and develop existing client relationships through
effective ongoing service to help minimize attrition, and to deliver new instructions and
referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and
advice provided is up to date, technically accurate and meets clients’ needs
To ensure clients have the right advice to achieve their financial objectives, while understand
and considering the impact of factors such as retirement planning, inheritance, and tax
efficiency for individual clients
To look after and support client needs
To execute the annual Business Plan in line with agreed individual targets
About you:
Proven ability to deal with new and existing clients on a fee basis.
Ability to understand and communicate advice practices and processes clearly and effectively.
Ability to analyse client information and highlight requirements to make suitable
recommendations.
Technical/product knowledge and effective communication of wide ranging holistic financial
planning strategies & solutions.
A strong ethic of client and customer service.
Ability to work under pressure and to prioritise work.
Excellent communication skills, both written and verbal.
Experience of operating within a risk management framework together with a thorough
understanding of the risks and threats pertaining to a private client business.
Benefits include:
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
For more information please contact Graeme Hyland on 07896 933622 or email [email protected]
Financial Planner jobs in liverpool, england, United Kingdom
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