My client was Liverpool’s first Chartered Financial Planning firm. They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas. They are a top 100 financial advice firm. Investors in people gold standard awards. They manage over £200million FUM. Average client has circa £1million investable assets. They provide high levels of service including Cash flow modelling.
They are actively seeking an experienced Financial Planner to join them to deal with existing High Net Worth clients. You will work with clients provided. There is no need for you to have your own transferable client bank due to what is already in place, any income you do bring with you will be warmly welcomed and rewarded.
This position would suit a Level 6 Chartered qualified adviser who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered. The successful applicant will have excellent experience dealing with high net worth clients and will have a natural drive to manage and develop clients and will understand and believe in maintaining strong client relationships.
This firm is directly authorised they have their own paraplanners and admin support.
They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme that should see your income rise to £100k+.
Please contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12318 for a more information on this role.