Financial Planner

ZipRecruiter; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking a Financial Planner to join their expanding team. This role offers a competitive salary up to £80k, uncapped bonuses, and a comprehensive support system. Ideal candidates will have a proven track record in financial planning and a Full Diploma in Financial Planning. Enjoy a rewarding career with clients provided and no business development required.

Benefits

Competitive basic salary

Uncapped quarterly bonuses

Annual bonuses

Full home office setup

Pension scheme

25 days holiday

Qualifications

• Proven track record of consistent success in current role.

Responsibilities

• Provide tailored holistic financial advice and services to clients.
• Grow business with full support including clients and paraplanning.

Skills

Financial Planning

Client Management

Education

Full Diploma in Financial Planning

Job description

Job Description

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 its 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 recognized through prestigious awards and significant growth.

We are interested in hearing from top-performing, qualified Financial Planners, Financial Advisors/IFAs/Wealth Managers who are looking to progress their careers and work with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with full support, including clients, processes, systems, research, and paraplanning support.

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

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

1. The legal right to work in the UK
2. A demonstrable proven track record of consistent success in your current role
3. Full Diploma in Financial Planning
4. Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 867543.