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Financial Advisor - Liverpool

NMS Recruit
Posted 24 days ago, valid for 18 days
Location

Liverpool, Merseyside L2 2DP, England

Salary

£65,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Advisor position in Liverpool offers a salary ranging from £50,000 to £65,000 per annum.
  • The role requires relevant financial qualifications, specifically a Level 4 Diploma in Financial Planning and Management or equivalent.
  • Candidates should have a proven track record in the financial services industry and possess excellent communication and interpersonal skills.
  • This full-time opportunity emphasizes building strong client relationships and providing comprehensive financial planning advice.
  • The supportive work environment promotes ongoing professional development and offers opportunities for career progression.
Financial Advisor - Liverpool
What's in it for you:
  • £50,000 - £65,000pa
  • Ongoing professional development and training
  • Supportive and collaborative work environment
  • Opportunities for career progression
NMS Recruit is partnering with a highly respected Financial Services firm based in Manchester to secure a Financial Advisor. This is a full-time opportunity for a strategic financial leader.
People have previously described this business as career-defining. The support and growth opportunities here, we have never seen elsewhere. If you are looking to join a business that promotes internal progression and puts 110% into its staff, this is it.
Key Responsibilities:
  • Build strong relationships with clients by understanding their financial needs and objectives.
  • Provide comprehensive financial planning advice, including investments, pensions, protection, and retirement planning.
  • Conduct financial needs assessments and create tailored recommendations.
  • Deliver exceptional customer service and maintain regular client contact.
  • Keep up to date with financial market trends and regulatory changes.
  • Contribute to the growth of the business through client referrals and new business development.
Required Skills and Experience:
  • Relevant financial qualifications (Level 4 Diploma in Financial Planning and Management or equivalent).
  • Proven track record in the financial services industry.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to build trust and rapport with clients.
If you are a highly motivated and results-oriented finance professional with a passion for driving business growth, we encourage you to apply.
To apply, please send your CV and cover letter to dan . jones @ nmsrecruit . com



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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.