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- Tasks: Deliver expert financial planning and retirement advice to engaged clients.
- Company: Leading financial planning specialist with a focus on quality advice.
- Benefits: Competitive salary, bonus opportunities, and full support for client meetings.
- Why this job: No cold calling; work with clients from top UK employers and pension schemes.
- Qualifications: Level 4 Diploma qualified with strong experience in pensions and investments.
- Other info: Flexible working options and excellent career growth in a respected firm.
The predicted salary is between 36000 - 60000 £ per year.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who want to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes.
You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes.
The Opportunity
- You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups.
- Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice.
- You will also benefit from:
- A steady flow of pre-booked client meetings
- Full paraplanning support to prepare suitability reports
- Access to a dedicated discretionary portfolio management team
- Strong internal infrastructure and technical expertise
- The opportunity to advise clients with meaningful levels of assets and complex planning needs
Key Responsibilities
- Deliver comprehensive financial planning and retirement advice
- Provide guidance on pensions, investments and long-term wealth planning
- Advise on retirement income strategies, including annuities, drawdown and phased retirement
- Support clients with company share schemes and tax-efficient exit planning
- Conduct detailed fact-finds and investment planning assessments
- Risk profile clients and provide tailored investment recommendations
- Clearly explain the benefits of discretionary portfolio management
- Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations
What We’re Looking For
- Level 4 Diploma qualified and wanting to continue with further qualifications
- Competent Adviser Status
- SPS in place
- Strong experience/track record advising on pensions, retirement planning and investments
- Good understanding of pension legislation and personal taxation
- Excellent communication skills and the ability to build long-term client relationships
- Comfortable conducting virtual client meetings via platforms such as MS Teams
Desirable qualifications include:
- G60 / AF3 / AF7 / J05
Personal Attributes
- Successful advisers in this role tend to be:
- Highly client focused
- Professional and credible
- Motivated to deliver exceptional client outcomes
- Ambitious and driven
- Comfortable working both independently and collaboratively
Why This Role Stands Out
- Clients provided, no cold prospecting or lead generation
- Access to clients from major UK employers and pension schemes
- High-quality, advice-driven client relationships
- Full paraplanning and technical support
- Opportunity to work within a growing and respected financial wellbeing specialist
- Competitive, employed roles with excellent bonus/OTE opportunity
These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Financial Planner in Liverpool employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to impress someone with your skills. Prepare a short, engaging summary of your experience and what you can bring to the table. This will help you stand out in conversations and interviews.
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for financial planners. Make sure to check it out regularly and apply directly through us for the best chance at getting noticed by employers.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for the position. Keep it friendly and professional!
We think you need these skills to ace Financial Planner in Liverpool
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your experience with pensions, retirement planning, and investments, as these are key areas we’re looking for.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma and any other relevant qualifications like G60 or AF3. We want to see that you’re committed to your professional development and have the right credentials.
Communicate Clearly: Since this role involves advising clients, it’s crucial to demonstrate your excellent communication skills in your application. Use clear and concise language to show us how you can build long-term client relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a quicker response. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team.
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, retirement planning, and investment strategies. Familiarise yourself with the latest legislation and tax implications, as this will show your expertise and confidence during the interview.
✨Showcase Your Client Focus
Prepare examples that highlight your ability to build long-term relationships with clients. Think about times when you've gone above and beyond to deliver exceptional outcomes, as this aligns perfectly with what the company is looking for.
✨Practice Virtual Meetings
Since meetings are often conducted virtually, practice using platforms like MS Teams. Ensure you're comfortable with the technology and can present yourself professionally, as first impressions matter even in a virtual setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client relationships and their support systems. This not only shows your interest but also helps you gauge if the role aligns with your career goals and values.