FINANCIAL PLANNER | Liverpool

We are exclusively recruiting for a Financial Planner job in Liverpool with a leading global consultancy and wealth management business. This is a rare opportunity to take over an established client bank (£350k+ recurring income) while benefiting from strong internal support, structured processes, and a well-regarded brand. The Role You will inherit an existing portfolio of clients and be responsible for delivering high-quality, holistic financial advice, while also identifying opportunities for growth. Key responsibilities include:
- Managing an established client bank with recurring income
- Delivering advice across pensions, investments and protection
- Producing and presenting financial planning recommendations
- Working closely with paraplanners and support staff
- Maintaining high regulatory and compliance standards
- Contributing to new business development About You
- Chartered Financial Planner (or working towards)
- Minimum 5+ years’ experience within financial planning
- Strong technical and client-facing capability
- Holds a valid Statement of Professional Standing (SPS)
- Ability to manage and grow client relationships Desirable:
- Pension Transfer Specialist qualification
- Experience using Intelliflo Why This Role?
- Existing client bank (£350k+ recurring income)
- Strong brand and global backing
- Clear career progression and development support
- Hybrid working with flexibility Apply Now If you are a Financial Planner in Liverpool looking for a high-quality client bank and a solid platform to grow your career, we would be keen to speak with you. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3q8l9a