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Financial Advisor - Liverpool

NMS Recruit Limited
Posted 24 days ago, valid for 7 days
Location

Liverpool, Merseyside L96GB, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed 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 range of £50,000 to £65,000 per annum.
  • Candidates are expected to have relevant financial qualifications, such as a Level 4 Diploma in Financial Planning and Management.
  • The role requires proven experience in the financial services industry, along with excellent communication and interpersonal skills.
  • Successful applicants will be responsible for building client relationships and providing comprehensive financial planning advice.
  • This opportunity includes ongoing professional development, a supportive work environment, and potential for career progression.
Financial Advisor - LiverpoolWhat'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 . comImportant Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.

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