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Everpool 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 RecruitmentSinclair
Chester, England, United Kingdom
Location: Hybrid working 3 days in the office 2 at home, Lakeside, Chester Business Park, Cheshire, CH4 9QT Exciting growth in our Supply Chain team has created an opportunity for a new Demand Planner to assist the Demand Manager in handling product demand and data analysis. Confidence in global customer interactions, both internally and externall
Job Source: SinclairDFDS
Liverpool
A part of the Global DFDS Network, McBurney Transport Group is the leading provider in haulage and cold chain logistics and storage. Do you want to be a valued part of the critical infrastructure that serves communities across Europe and beyond? Are you looking for a position in which you can set direction and help shape our company? As we continu
Job Source: DFDSEmployment Solutions
Warrington, England, United Kingdom
Are you ready to drive impactful projects within the Nuclear sector? Join our dynamic team in Warrington and become a key player in shaping cutting-edge initiatives. We're dedicated to nurturing talent and providing flexible work options, ensuring a rewarding career journey. Ideal candidates hold a Degree and Planning experience within Engineer
Job Source: Employment SolutionsMorson Talent
Chester
Our Client, Urenco; trusted, long-term supplier to the nuclear industry, specialising in safe, cost effective and reliable uranium enrichment services, are looking for an Engineering Materials Planner (E&I) on a contract basis (inside IR35), to be based in Capenhurst near Chester. Rate: £35 Umbrella (Inside IR35) Job Purpose The purpose of the Ur
Job Source: Morson TalentNJR Recruitment
GB
Our Client is a highly successful and innovative IFA Practice who are based in the North West region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team. This is
Job Source: NJR RecruitmentProtein Works
Runcorn, England, United Kingdom
We are Protein Works™ Rewind to 12th December 2012. Out of a freezing cold office (because we couldn’t afford heating back then!), our founders huddled round a couple of laptops. This was the moment. After a year of working round the clock and a lifetime of tempering the thirst to create a world class brand, we pressed LAUNCH. That was the moment
Job Source: Protein WorksSt. James’s Place
liverpool, england, United Kingdom
Become a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within ou
Job Source: St. James’s Placeliverpool, 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 minimize attrition, and to deliver new instructions and
referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and
advice provided is up to date, technically accurate and meets clients’ needs
To ensure clients have the right advice to achieve their financial objectives, while understand
and considering the impact of factors such as retirement planning, inheritance, and tax
efficiency for individual clients
To look after and support client needs
To execute the annual Business Plan in line with agreed individual targets
About you:
Proven ability to deal with new and existing clients on a fee basis.
Ability to understand and communicate advice practices and processes clearly and effectively.
Ability to analyse client information and highlight requirements to make suitable
recommendations.
Technical/product knowledge and effective communication of wide ranging holistic financial
planning strategies & solutions.
A strong ethic of client and customer service.
Ability to work under pressure and to prioritise work.
Excellent communication skills, both written and verbal.
Experience of operating within a risk management framework together with a thorough
understanding of the risks and threats pertaining to a private client business.
Benefits include:
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
For more information please contact Graeme Hyland on 07896 933622 or email [email protected]
Financial Planner jobs in liverpool, england, United Kingdom
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