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Ferguson Dean Limited
Chester
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the dem
Job Source: Ferguson Dean LimitedIDEX Consulting Ltd
liverpool, england, United Kingdom
My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help
Job Source: IDEX Consulting LtdResource Matters Ltd
Mold
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdFocus Search and Selection
Chester
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionEverpool Recruitment
Southport
Job Title: Experienced Financial Planner Location:Southport Salary: £60,000 - £80,000 per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive
Job Source: Everpool RecruitmentEverpool Recruitment
Southport
Job Title: Experienced Financial Planner Location: Southport Salary: £60,000 - £80,000 per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive lea
Job Source: Everpool RecruitmentExchange Street Claims & Financial Services
Liverpool
Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business th
Job Source: Exchange Street Claims & Financial ServicesEverpool
Southport
Job Title: Experienced Financial Planner Location: Southport Salary: £60,000 - £80,000 per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive l
Job Source: EverpoolLiverpool
An award winning, Chartered Financial Planning firm is looking to expand their business by appointing 1-2 Associate Financial Planners, to take over an existing client bank and grow this further with new business enquiries and prospective clients from your own network.
This is a fantastic opportunity to join an entreprenurial and boutique firm as they grow, with excellent progression and earning potential.
You will have at least 3 years industry experience, have the Level 4 Diploma and be close to achieving Chartered status. Ideally you will have experience of advising clients and have CAS already, although Chartered Paraplanners looking to step up into an Advisor role will also be considered.
Salary is up to £60k depending on experience and qualifications, plus an excellent bonus scheme and additional benefits including working from home flexibility.
Financial Planner jobs in Liverpool
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