Chartered Financial Planner — Hybrid Wealth & Client
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-09
Listing for:
Bond Recruitment
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A reputable financial services firm in Liverpool is seeking an experienced Financial Planner to develop new business and maintain existing client relationships. The role involves providing tailored financial strategies and managing investments for clients. Candidates should have a minimum diploma in regulated financial planning, be working towards Chartered status, and have at least 5 years of experience in the financial services sector.
The position offers a competitive salary of £70,000 per month and benefits like hybrid working and generous holiday allowance.
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