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Financial Planner
Job Posted: 2 days ago
Salary: £ 50,000 - 80,000 / Annum
Job Type: Permanent
Location: Liverpool, ENG, GB
Expire in: 25 days
Job Description
Financial Advisor
📍 Hybrid – Liverpool
💰 £50,000–£80,000 + Bonus (DOE & Qualifications)
🎓 Minimum Level 4 Diploma Required
About the Opportunity
We’re working with a well-established Wealth Management firm based in Liverpool that’s looking to grow its advisory team. This is an exciting opportunity for a driven and client-focused Financial Advisor who thrives on building strong client relationships and converting warm leads into loyal clients.
With a steady flow of high-quality leads, your main focus will be new business development, alongside supporting the firm’s Director with their established client portfolio. You’ll also be responsible for your own paraplanning, meaning this is a full 360° advisory role—ideal for someone who enjoys variety and autonomy.
Key Responsibilities
Convert a strong flow of qualified leads into long-term clients
Provide holistic financial planning advice, covering pensions, investments, and protection
Conduct in-depth client fact finds and write your own suitability reports
Support the Director with ongoing client reviews and servicing
Manage and grow your own client bank over time
Ensure a consistent and high-quality client experience
Stay up to date with industry changes and regulatory requirements
What We’re Looking For
✅ Level 4 Diploma in Regulated Financial Planning (essential)
✅ Previous experience in a client-facing advisory role
✅ Comfortable delivering financial advice and writing your own reports
✅ Strong interpersonal skills and professional credibility
✅ Self-motivated and proactive, with a commercial mindset
The Offer
Base salary of £50,000 – £80,000 (depending on experience and qualifications)
Bonus Structure
Hybrid working (Liverpool HQ + home)
Full admin and operational support
Opportunity to work closely with the Director and learn from a respected industry figure
Interested in learning more?
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