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- Tasks: Manage an established client portfolio 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: Strong internal support and excellent opportunities for growth.
- Why this job: Take over a client bank with significant recurring income and make a real impact.
- Qualifications: Chartered Financial Planner (or working towards) with 5+ years of experience.
The predicted salary is between 50000 - 65000 £ 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 Service Planner in Liverpool employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Planner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and think about how your experience aligns with their values. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can manage an existing portfolio and deliver holistic financial planning advice. Highlight your client relationship skills and any success stories that showcase your ability to grow a client base.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Service Planner in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise and any relevant qualifications, like being a Chartered Financial Planner or working towards it.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've managed client portfolios and delivered holistic financial advice in the past.
Showcase Your Client Relationship Skills: Since maintaining relationships is key, include anecdotes that demonstrate your ability to build and nurture client connections. We want to see how you’ve successfully engaged with clients and identified growth opportunities.
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’re considered for this exciting opportunity in Liverpool!
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As a Financial Service Planner, it's crucial to brush up on your technical knowledge. Be prepared to discuss financial products, market trends, and your past successes in managing client portfolios. This shows you’re not just familiar with the basics but can also provide valuable insights.
✨Showcase Your Client Relationship Skills
Since this role involves maintaining and building client relationships, think of specific examples where you've successfully managed client expectations or resolved issues. Highlighting these experiences will demonstrate your ability to connect with clients and foster trust.
✨Prepare for Growth Opportunities
The job description mentions identifying opportunities for growth. Come ready with ideas on how you could expand the existing client bank or enhance service offerings. This proactive approach will impress interviewers and show that you're thinking ahead.
✨Understand the Company Culture
Research the wealth management firm’s values and culture. Tailor your responses to align with their mission and demonstrate how you fit into their structured environment. This will help you stand out as a candidate who is not only qualified but also a good cultural match.