Employed Financial Planner

Financial Planner - Liverpool, North West England

Ref: 150Wednesday 29 June 2022

£30,000 - £60,000

The firm are looking to add an Employed Financial Planner to the team, to take on new and existing clients and ensure they are serviced to a high level detail.

Responsibilities:

  • Conducting meetings with existing and new clients, either office-based or in the clients home/business
  • Ensuring you help clients understand their options, in order to help them achieve their financial goals
  • Analysing all information and prepare a plan that is designed to individual clients

Skills:

  • A strong track record of providing financial advice
  • Competent Adviser Status
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals
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