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For Companies At a Glance
- Tasks: Join us as a Financial Planner, converting leads into loyal clients and providing tailored financial advice.
- Company: Be part of a well-established Wealth Management firm in Liverpool, known for its client-focused approach.
- Benefits: Enjoy a competitive salary, bonus structure, and hybrid working options for better work-life balance.
- Why this job: This role offers variety, autonomy, and the chance to learn from an industry leader while making a real impact.
- Qualifications: You need a Level 4 Diploma in Regulated Financial Planning and experience in a client-facing advisory role.
- Other info: Full admin support provided, allowing you to focus on building strong client relationships.
The predicted salary is between 42500 - 67500 £ 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.
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 show how you align with their mission and can contribute to their growth.
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 client-facing advisory experience. Use specific examples to demonstrate your ability to convert leads into clients and provide holistic financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your strong interpersonal skills and how they have helped you build client relationships in the past. Be sure to explain why you're a good fit for this hybrid position.
Showcase Your Report Writing Skills: Since writing suitability reports is a key responsibility, consider including a brief example of your report writing experience in your application. Highlight your attention to detail and ability to convey complex information clearly.
Research the Company: Familiarise yourself with the Wealth Management firm’s values, services, and recent developments. This knowledge will help you tailor your application and prepare for potential interview questions about the company.
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 the interviewer.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your interpersonal skills and how they contribute to a positive client experience, as this is crucial for the role.
✨Showcase Your Proactivity
Be ready to discuss instances where you've taken the initiative in your previous roles. This could include developing new business strategies or improving client service processes, which aligns with the self-motivated nature they're looking for.
✨Stay Updated on Industry Trends
Research recent changes in financial regulations and industry trends. Being knowledgeable about current events will demonstrate your commitment to the field and your ability to provide informed advice to clients.
