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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 career progression opportunities.
- Other info: Enjoy a structured environment with excellent internal support.
- Why this job: Take over an established client bank and make a real impact in clients' financial lives.
- Qualifications: Chartered Financial Planner or working towards it, with 5 years of 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 employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at that leading wealth management firm.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client relationship skills. Think of real-life examples where you've delivered holistic financial planning advice or identified growth opportunities. We want to see you shine!
✨Tip Number 3
Don’t forget to leverage our website for job applications! It’s super easy to apply directly through us, and we’ve got loads of resources to help you stand out. Plus, it shows you’re serious about landing that Financial Planner role.
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a simple gesture that can leave a lasting impression. Remind them why you’re the perfect fit for their team and express your enthusiasm for the role. We’re all about making connections!
We think you need these skills to ace Financial Planner
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 strong technical knowledge and client relationship skills. We want to see how you’ve used these in real-life situations to help clients achieve their financial goals.
Be Personable: In your cover letter, let your personality shine through! We value excellent client relationships, so share a bit about your approach to building rapport and trust with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 this expertise to benefit clients in the past.
✨Showcase Client Relationships
Since this role involves managing an existing portfolio, be prepared to share specific examples of how you've built and maintained strong client relationships. Highlight your communication skills and any strategies you've used to enhance client satisfaction.
✨Demonstrate Growth Mindset
Employers love candidates who can identify opportunities for growth. Think of instances where you've successfully expanded a client’s portfolio or brought in new business. Be ready to discuss your approach to spotting and seizing these opportunities.
✨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 the company is the right fit for you.