🌿 Back to all jobs

🥝 Financial Planner

Independent Resourcing Consultancy | Liverpool, United Kingdom | Posted June 20, 2026

Financial Planner

Job Description

Job Description

Our client is a well respected firm of Chartered Financial Planners in Liverpool. Due to the continued growth of the business they are looking to recruit an experienced Financial Planner. The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.

Responsibilities

  • Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Providing financial information and advice to Clients, appropriate to their individual needs
  • Continuous professional development to meet...

    • Apply for This Position

    Submit Application