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Elite Financial Planner High-Net-Worth Clients
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2025-12-30
Listing for:
IDEX Consulting
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading national wealth management firm in Liverpool seeks an experienced Financial Planner.
This role offers the chance to manage an established client book and provides exceptional earning potential and long-term progression opportunities. Ideal candidates will have a strong track record with high-net-worth clients and a Level 4 Diploma in Financial Services, with a focus on delivering first-class advice and developing professional relationships.
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