At a Glance
- Tasks: Produce advice reports and maintain high client service standards for an established client base.
- Company: MARSH LLC. is located in Liverpool and focuses on wealth advisory and growth.
- Benefits: The company offers professional development opportunities and a supportive work culture.
- Other info: Experience in financial planning and excellent communication skills are essential.
- Why this job: Join a reputable firm to manage clients and drive new business opportunities.
- Qualifications: Candidates must have a current Statement of Professional Standing from CII.
The predicted salary is between 50000 - 70000 £ per year.
MARSH LLC. in Liverpool is seeking an experienced Financial Planner to manage an established area of clients and drive new business opportunities. The ideal candidate will possess a current Statement of Professional Standing from CII and demonstrate excellent communication and industry knowledge.
You will be responsible for producing advice reports, maintaining high client service standards, and ensuring compliance with regulatory requirements.
The company offers professional development opportunities and a supportive work culture.
Chartered Financial Planner – Wealth Advisory & Growth in Liverpool employer: MARSH LLC.
MARSH LLC. in Liverpool provides a dynamic environment for financial planners with a focus on professional development. The team values high client service standards and compliance, ensuring a robust support system for its employees. Join a company that prioritises growth and client satisfaction.
