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Chartered Financial Planner: Client Book
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-05-28
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
IDEX Consulting is seeking a Financial Planner in Liverpool to manage an established client book and pursue new business opportunities. The ideal candidate will possess a valid Statement of Professional Standing, industry experience, excellent interpersonal skills, and a good command of technical knowledge. Qualifications such as Chartered Status and Pension Transfer Specialist designation are highly desirable. The role involves producing advice reports, maintaining high client care standards, and working efficiently with a support team.
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