At a Glance
- Tasks: Manage and grow a £20m client portfolio with flexible working hours.
- Company: Respected independent financial planning firm in Liverpool.
- Benefits: Salary up to £70,000 plus attractive bonuses and supportive culture.
- Other info: Join a dynamic team focused on professional growth and client success.
- Why this job: Enjoy autonomy while making a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and strong client relationship skills.
The predicted salary is between 70000 - 70000 £ per year.
Vernon Thomas Recruitment is seeking an experienced Financial Planner to join a respected independent financial planning firm in Liverpool. This role offers the chance to inherit an existing client portfolio worth approximately £20m AUM.
The ideal candidate will enjoy flexibility in managing their diary, work within a supportive culture, and have the motivation to develop an existing client base. The position also includes a salary of up to £70,000 along with an attractive bonus structure.
Financial Planner – Inherit £20M AUM, Flexible Autonomy in Liverpool employer: Vernon Thomas Recruitment
Join a respected independent financial planning firm in Liverpool, where you will benefit from a supportive work culture that values flexibility and autonomy. With the opportunity to inherit a substantial client portfolio and a competitive salary package, this role not only promises financial rewards but also encourages personal and professional growth within a dynamic team environment.
