Financial Planner

Resource Matters Ltd; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm based in Liverpool is seeking experienced Financial Planners. The role offers up to £80k, comprehensive client support, and no business development required. Candidates must have the right to work in the UK and a proven track record in their field. The company provides a competitive package including bonuses and generous leave policies.

Benefits

Uncapped quarterly bonuses

25 days holiday (excluding bank holidays)

Pension scheme

Full home office set-up

Qualifications

• The legal right to work in the UK.
• A demonstrable proven track record of consistent success within your current role.

Responsibilities

• Provide tailored holistic financial advice products and services.
• Grow business with the full support of provided clients and systems.

Job description

Overview

Basic up to £80k + package + paraplanning + quarterly bonuses – all clients provided, no business development required, no networking, no need to bring any clients.

Our client, one of the most popular and well‑known blue chip firms in the country, is expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well‑known institutions. Their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top‑performing qualified Financial Planner, Financial Advisors / IFA’s / Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The company offers an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set‑up, pension scheme, 25 days holiday (excluding bank holidays) and much more.

Qualifications

To apply for the Financial Planner role, you must have :

• the legal right to work in the UK
• a demonstrable proven track record of consistent success within your current role