Financial Planner

Independent Resourcing Consultancy • Liverpool, England, United Kingdom • Posted June 23, 2026

Location Liverpool, England

Job Type Permanent

Category Financial Specialists

Posted June 23, 2026

Job Description
Our client is a well respected firm of Chartered Financial Planners in Liverpool. Due to the continued growth of the business they are looking to recruit an experienced Financial Planner. The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.
Responsibilities
Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Promoting the profile of the business within the profession and wider communities
Providing financial information and advice to Clients, appropriate to their individual needs
Continuous professional development to meet...
            

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