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Independent Financial Adviser

CFP JOBS
Posted a day ago, valid for 7 days
Location

Liverpool, Merseyside L96GB, England

Contract type

Full Time

Retirement Plan

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 Independent Financial Advisor position in Liverpool offers a salary of up to £60,000, or up to £80,000 for Chartered professionals.
  • Candidates should have experience in managing existing clients and building long-term relationships based on trust and respect.
  • The firm emphasizes a friendly culture and aims to reduce administrative burdens for advisors, allowing them to focus more on client interactions.
  • In addition to a competitive salary, benefits include a pension scheme, car mileage allowance, and support for administrative tasks.
  • The company is part of a national firm and has opportunities available in various locations including London and Guildford.

Independent Financial Advisor - Liverpool

Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis!

This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch!

As a result of a recent acquisition my client is looking an Adviser to look after a substantial client bank in

Our client is a progressive, client focused, national firm of Independent Financial Advisers. Who’s aim is to attract like-minded fully qualified Financial Planners, who fit with their friendly culture and share their values of building long-term client relationships, based on mutual trust and respect.

If you would like to spend more time with your clients, less time doing admin, we would like to hear from you.

In return they offer…

  • Salary up to £60,000 and if you are Chartered up to £80,000
  • Benefits include a staff pension scheme,
  • Car mileage allowance, laptop, phone and low validation for bonus.
  • Totally Independent Financial Advice to your clients
  • A market leading proposition, using their size and scale to reduce investment costs for their mutual clients
  • Efficient Administrative, Investment, Risk and Technical support allowing you more time with your clients and offering a better work/life balance
  • In-house Discretionary and Advisory Investment Management

We have vacancies also in London, Guildford, Hull, Sheffield, Newbury, Blackpool, West Midlands

#FinancialAdvisor, #WealthManager, #IFA, #FinancialAdviser

Apply now in a few quick clicks

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.