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Financial Planning Director

Employer
Search Consultancy
Location
Stanley, Liverpool, United Kingdom
Salary
Competitive Salary
Closing date
Jan 15, 2022

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Level of qualification
Qualified, CIMA
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Financial Planning Director
Liverpool - Merseyside
Competitive plus Bonus and Market Leading Benefits
I am pleased to work alongside a leading IFA with outstanding reputation and robust business model offering wealth management services to HNW and UHNW clients in Merseyside, seeking to appoint a Senior Financial Planner / Director to their successful, profitable and thriving team in Liverpool.
The role will involve providing Financial Planning and Investment Advice to new and existing clients, along with helping to build and develop strategic relationships in order to grow the firm's assets under management. The appointee will also be instrumental in mentoring, developing and training the advising team to provide top notch, compliant and client centric advisory service.
The successful candidate will possess high level of technical financial planning expertise along with excellent client relationship management and business development skills. Quality and client centric approach are important prerequisites to fit into the business ethos and culture. Experience in supporting, mentoring and developing other wealth planners is strongly advantageous.
The appointee will be qualified to level 4 Diploma in Regulated Financial Planning as a minimum, and will be well on the way to achieving Chartered status.
If you meet the criteria above, and would like to find out more in confidence, please contact Antonia Mihaylova at Search Financial Services for further information directly on 07580 429 541.

Job type["FULL_TIME"]
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