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For Companies At a Glance
- Tasks: Build strong client relationships and convert leads into loyal clients.
- Company: Join a well-established Wealth Management firm in Liverpool.
- Benefits: Enjoy a competitive salary, bonus structure, and hybrid working options.
- Why this job: Experience a full 360° advisory role with autonomy and variety.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning.
- Other info: Work closely with the Director and receive full admin support.
The predicted salary is between 40000 - 64000 £ per year.
Hybrid – Liverpool
£50,000–£80,000 + Bonus (DOE & Qualifications)
Minimum Level 4 Diploma Required
About the Opportunity
We’re working with a well-established Wealth Management firm based in Liverpool that’s looking to grow its advisory team. This is an exciting opportunity for a driven and client-focused Financial Advisor who thrives on building strong client relationships and converting warm leads into loyal clients. With a steady flow of high-quality leads, your main focus will be new business development, alongside supporting the firm’s Director with their established client portfolio. You’ll also be responsible for your own paraplanning, meaning this is a full 360° advisory role—ideal for someone who enjoys variety and autonomy.
Key Responsibilities
- Convert a strong flow of qualified leads into long-term clients
- Provide holistic financial planning advice, covering pensions, investments, and protection
- Conduct in-depth client fact finds and write your own suitability reports
- Support the Director with ongoing client reviews and servicing
- Manage and grow your own client bank over time
- Ensure a consistent and high-quality client experience
- Stay up to date with industry changes and regulatory requirements
What We’re Looking For
- Level 4 Diploma in Regulated Financial Planning (essential)
- Previous experience in a client-facing advisory role
- Comfortable delivering financial advice and writing your own reports
- Strong interpersonal skills and professional credibility
- Self-motivated and proactive, with a commercial mindset
The Offer
- Base salary of £50,000 – £80,000 (depending on experience and qualifications)
- Bonus Structure
- Hybrid working (Liverpool HQ + home)
- Full admin and operational support
- Opportunity to work closely with the Director and learn from a respected industry figure
Interested in learning more? Apply now or reach out for a confidential chat.
Financial Planner employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in advisory roles. Attend local finance events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to staying informed and providing high-quality advice to clients.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully converted leads into clients in your previous roles. Highlight your interpersonal skills and ability to build strong relationships, as these are crucial for the position.
✨Tip Number 4
Research the wealth management firm thoroughly. Understand their values, services, and client base so you can tailor your conversation during the interview to align with their goals and demonstrate how you can contribute to their success.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience in client-facing advisory roles. Use specific examples to demonstrate your ability to convert leads into clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach. Mention your strong interpersonal skills and how you can contribute to the firm's growth by managing and growing your own client bank.
Showcase Your Skills: In your application, emphasise your ability to conduct in-depth client fact finds and write suitability reports. Highlight any experience you have with pensions, investments, and protection to align with the job requirements.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Freedom Recruitment Capital
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, such as pensions, investments, and protection. Being able to discuss these confidently will show your expertise and help build trust with your potential employer.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role is all about converting leads into loyal clients, so showcasing your interpersonal skills will be crucial.
✨Be Ready for Technical Questions
Expect questions that test your knowledge of financial regulations and industry changes. Staying up to date with the latest developments will not only impress your interviewers but also demonstrate your commitment to the profession.
✨Showcase Your Proactivity
Highlight instances where you've taken initiative in previous roles, whether it's in business development or client servicing. This will align well with the firm's need for a self-motivated and proactive advisor.
