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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: Excellent opportunity for growth in a structured environment.
- 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 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 Warrington employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Warrington
✨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
Showcase your expertise! Create a personal brand online by sharing insights on financial planning. Use platforms like LinkedIn to post articles or engage in discussions. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions specific to financial planning. Think about how you can demonstrate your client relationship skills and technical knowledge. We recommend doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for talented Financial Planners like you. Keep an eye on our listings and make sure your application stands out by tailoring it to each role.
We think you need these skills to ace Financial Planner in Warrington
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 forget to showcase your strong technical knowledge and client relationship skills in your application. We want to see how you’ve used these skills in your previous roles to make a real impact.
Be Clear and Concise: When writing your cover letter, be clear and concise. We appreciate straightforward communication, so get to the point while still showing your enthusiasm for the role and our company.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As a Financial Planner, it's crucial to have a solid grasp of financial metrics and market trends. Brush up on key statistics related to wealth management and be ready to discuss how you've used this knowledge to benefit clients in the past.
✨Showcase Your 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 employed to enhance client satisfaction.
✨Demonstrate Your Technical Skills
With a strong technical knowledge being essential, make sure you can articulate your expertise in financial planning tools and software. Discuss any relevant certifications or training you've completed, especially if you're working towards becoming a Chartered Financial Planner.
✨Prepare for Growth Discussions
The role involves identifying opportunities for growth, so think about how you've successfully expanded your client base in previous positions. Be ready to discuss your approach to business development and any innovative strategies you've implemented to attract new clients.