Job Description A fantastic opportunity for either a Diploma or Chartered Adviser to join a progressive Wealth Management firm, looking to further its presence in the Liverpool/Warrington/Cheshire area. You will have the opportunity to work with existing HNW clients as well as being provided with new client opportunities . It is a hybrid role covering Liverpool and the surrounding areas. Client meetings will be carried out either remotely or face to face. Ideal for an experienced Financial Adviser looking for the next move in their career, advising and supporting HNW clients with their investment/advice needs. Grow the client bank in line with your agreed individual targets through personal prospecting, Achieve all Key Performance Indicators (KPIs) measured against the Companies internal targets Grow both the total and average ongoing Financial Planning fees across all retained clients. Work in partnership with all team members, sharing best practice and developing client acquisition strategies Excellent at building key relationships through networking, existing contacts, referrals and existing clients Deliver an all round client financial planning experience Strong Financial Wellbeing skills and knowledge Discretionary Bonus Scheme ~ Pension, Income Protection, Life Assurance ~ Car Allowance of £550 per month ~28 days holiday ~ Client bank of 120 households
Financial Adviser - Retirement Planning in Liverpool employer: Truestar Talent Ltd
As a self-employed Financial Adviser in the North West, you will thrive in a supportive environment that prioritises your success and client satisfaction. With access to established client banks, comprehensive compliance and admin support, and cutting-edge lead generation tools, you can focus on building meaningful relationships while enjoying the flexibility and financial rewards of self-employment. Join a culture that values strong networking and professional growth, making it an excellent choice for those seeking a fulfilling career in wealth management.
