Financial Adviser

Ferguson Dean Limited

Posted 11 hours ago, valid for 17 days

Liverpool, Merseyside L96GB, England

Full Time

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Sonic Summary

A national financial planning practice is seeking a Financial Planner for a home-based role in Liverpool.
Candidates should have experience working with clients ranging from £250k to £5m, depending on client needs and complexity.
The role involves sourcing new clients through referrals and business development, alongside portfolio reviews and working with retiring advisers.
Key responsibilities include cash flow modeling, understanding complex financial matters, and maintaining compliant client files.
The position offers an excellent salary, executive benefits, and technical/paraplanning support, with a requirement of relevant experience in the field.

A national financial planning practice are looking for a Financial Planner to join them in a home based role for a firm in Liverpool.

Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need and complexity of work. The Financial Planner will also be responsible for sourcing new clients, be that from existing referrals or business development. They have an active marketing function to look to develop further connections and referrals.

The firm:

A leading national firm.

Role will include:

Portfolio reviews with existing clients.
Working with the retiring adviser on their client portfolio.
Using cash flow modelling and lifestyle financial planning as required.
Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
Maintaining up to date and compliant client files in conjunction with the technical team.
Keeping up to date CPD
Actively seeking out new client opportunities as required

In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.

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