At a Glance
- Tasks: Manage and service an established client bank with a focus on lifestyle financial planning.
- Company: A modern chartered financial planning firm with a down-to-earth culture.
- Benefits: Competitive salary up to £80,000, quarterly bonuses, and flexible hybrid working.
- Other info: Clear path to leadership and potential equity for the right candidate.
- Why this job: Join a growing firm where you can make a real impact without sales pressure.
- Qualifications: Chartered or close to chartered with strong technical knowledge and client relationship skills.
The predicted salary is between 80000 - 80000 £ per year.
We are working closely with a chartered financial planning firm during a period of sustained growth. This is a lifestyle planning business with a refreshing, modern approach. Every client receives goals-based, cash flow led advice, and the culture is genuinely down to earth. There are no egos and no old school sales tactics here. The firm holds chartered status, is certified to recognised quality and ISO standards, and runs on a clear, accountable operating model. It is well run, financially strong and growing steadily.
The lead planner is at capacity and needs an experienced chartered planner to take on a meaningful share of an established client bank. This is a servicing role, not a sales seat. There is no new business target and no requirement to hunt for clients. Your focus is to look after existing clients brilliantly and spot the holistic planning opportunities that naturally sit within that book. It is a rare chance to step into a warm, well-serviced client bank with the backing of a strong support team, genuine progression, and a route towards leadership and equity for the right person.
Key Responsibilities
- Take ownership of a portion of the existing client bank and service it to a high standard
- Deliver lifestyle, goals-based financial planning with cash flow modelling at the centre
- Carry out annual reviews and ongoing advice across pensions, investments and wider planning
- Support the para planning team on more technical and advanced cases
- Identify opportunities within existing client relationships through holistic planning
The Ideal Candidate
- Chartered, or very close to chartered
- Strong technical knowledge, ideally built through a para planning route into advice
- A true lifestyle planner who leads with the client's goals rather than the product
- Warm, personable and able to build trust quickly
- Comfortable with cash flow planning tools such as Voyant
- Down to earth, collaborative and focused on continual improvement
Package and working pattern
- Salary up to £80,000, depending on experience and the level of client servicing
- Quarterly bonus structure, with scope to grow earnings as you take on more of the book
- Flexibility to discuss transferring your own AUM, including a possible book purchase, for the right candidate
- Office based for the first few weeks to bed in and get to know the team, then hybrid on a sensible, trust-based basis
- Modern office with plenty of nearby amenities
- Clear path to leadership, a future MBO and equity for the right person
Chartered Financial Planner in Liverpool employer: Burton Recruitment
This chartered financial planning firm stands out as an exceptional employer, offering a refreshing and modern approach to lifestyle planning. With a down-to-earth culture free from egos and old-school sales tactics, employees benefit from a supportive environment that prioritises client relationships and personal growth. The firm provides clear pathways for career advancement, including leadership opportunities and potential equity stakes, all while maintaining a strong focus on employee well-being and work-life balance in a vibrant office location.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burton Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burton Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burton Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burton Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burton Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burton Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burton Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
