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- Tasks: Manage client portfolios and deliver holistic financial planning advice.
- Company: Leading wealth management firm in Liverpool with a strong support structure.
- Benefits: Hybrid working, competitive salary, bonus, and established client bank.
- Other info: Excellent career progression opportunities in a supportive environment.
- Why this job: Take over an existing client bank and grow your career in finance.
- Qualifications: Chartered Financial Planner or working towards it, with 5 years experience.
The predicted salary is between 60000 - 80000 £ per year.
An excellent opportunity has arisen for an experienced Financial Planner to join a leading wealth management firm in Liverpool. This role offers the rare opportunity to take over an established client bank with significant recurring income, alongside strong internal support and a structured environment.
The Role:
- Managing an existing portfolio of clients
- Delivering holistic financial planning advice
- Conducting client reviews and maintaining relationships
- Identifying opportunities for growth and new business
- Working with paraplanners and admin support teams
About You:
- Chartered Financial Planner (or working towards)
- Minimum 5 years experience
- Strong technical knowledge
- Excellent client relationship skills
- Holds SPS
Benefits:
- Client bank provided (~£350k recurring income)
- Hybrid working (3 days office/client)
- Competitive salary + bonus
- Strong support structure
- Career progression opportunities
Financial Planner in Birkenhead employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect role!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since you’ll be managing an established client bank. Think about how your experience aligns with their needs and be ready to share specific examples.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your past successes in financial planning. This could include case studies or testimonials from clients. It’s a great way to demonstrate your skills and build trust.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Financial Planners like you. Plus, it’s a straightforward way to get your application noticed by the right people.
We think you need these skills to ace Financial Planner in Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in managing client portfolios and delivering financial advice, as this will show us you’re a great fit for our team.
Showcase Your Skills: Don’t just list your qualifications; showcase your skills! We want to see how your strong technical knowledge and client relationship skills have made a difference in your previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our success at StudySmarter. Keep it engaging and personal!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your technical knowledge and be ready to discuss how you've used data to drive client success in the past.
✨Showcase Your Client Relationship Skills
This role emphasises excellent client relationship skills. Prepare examples of how you've built and maintained strong relationships with clients, and be ready to discuss your approach to client reviews and feedback.
✨Demonstrate Your Growth Mindset
The job involves identifying opportunities for growth. Think of specific instances where you've successfully expanded a client portfolio or introduced new services. Highlight your proactive approach to business development.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's support structure and career progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.