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 strong platform to grow your career, we would be keen to speak with you.