Financial Adviser

A fantastic opportunity for either a Diploma or Chartered Adviser to join a progressive Wealth Management firm, looking to further its presence in the Liverpool/Warrington/Cheshire area. You will have the opportunity to work with existing HNW clients as well as being provided with new client opportunities . It is a hybrid role covering Liverpool and the surrounding areas. Client meetings will be carried out either remotely or face to face.

Ideal for an experienced Financial Adviser looking for the next move in their career, advising and supporting HNW clients with their investment/advice needs.

Key Responsibilities

• Achieve your agreed individual targets, in line with the Business Plan acquiring new clients growing initial revenues and growing AuM.
• Grow the client bank in line with your agreed individual targets through personal prospecting,
• Work closely and develop a productive relationship with the Business Development team
• Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances
• Remain compliant – in line with all internal Company measurements
• Achieve all Key Performance Indicators (KPIs) measured against the Companies internal targets
• Grow both the total and average ongoing Financial Planning fees across all retained clients.
• Work in partnership with all team members, shari...