The Liverpool office of a leading national Financial Planning practice are 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 national Financial Planning firm.

The Role

Origination and management of a private client portfolio

Working with partners in the professional practice to identify additional opportunities.

Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.

Maintaining up to date and compliant client files in conjunction with the technical team.

Keeping up to date CPD

Actively seeking out new client opportunities as required

The candidate

Diploma Level 4 as a minimum, ideally working towards Chartered

Ability to manage and maximise portfolios, in line with TCF and FCA requirements

Knowledge of general planning and also ideally VCT, EIS and IHT matter.

Package

Six figure earnings, moving to significant levels with pay outs

Next steps

Apply with a CV to below email for confidential discussion and review of opportunity and process