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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 a minimum of 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
Private Client Financial Planner in Liverpool employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Financial Planner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at wealth management firms. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client relationship skills. Think of real-life examples where you've delivered exceptional financial advice or grown a client portfolio – these stories will make you stand out!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We’re always on the lookout for talented individuals like you, and applying directly can help us see your application faster.
We think you need these skills to ace Private Client Financial 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 this role involves maintaining and building client relationships, be sure to mention your experience in this area. Talk about how you've successfully identified growth opportunities and nurtured client connections.
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 during the process.
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As a Private Client Financial Planner, you’ll need to demonstrate your strong technical knowledge. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. Prepare specific examples of how you've managed client portfolios and delivered holistic financial planning advice.
✨Showcase Your Relationship Skills
Client relationship skills are crucial for this role. Think about times when you've successfully built or maintained client relationships. Be prepared to share stories that highlight your ability to connect with clients and understand their needs, as well as how you’ve identified opportunities for growth.
✨Understand the Firm's Culture
Research the wealth management firm thoroughly. Understand their values, mission, and the type of clients they serve. This will help you tailor your responses to align with their culture and show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, the existing client bank, and the support structure they offer. This not only shows your interest but also helps you assess if the firm is the right fit for you.