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For Companies At a Glance
- Tasks: Manage and grow an existing client portfolio while providing expert financial advice.
- Company: Reputable independent financial planning firm with a supportive culture.
- Benefits: Salary up to £70,000, attractive bonuses, and flexible working arrangements.
- Other info: Great opportunity for career growth in a respected firm.
- Why this job: Enjoy autonomy and the chance to make a real impact in clients' financial lives.
- Qualifications: Experience as a Financial Planner and Level 4 Diploma qualified.
The predicted salary is between 70000 - 70000 £ per year.
We’re partnering with a growing independent financial planning firm in the North West that is looking to appoint an experienced Financial Planner to join its established team. This is an excellent opportunity for an adviser seeking a high-quality client proposition, genuine autonomy, and the chance to inherit an existing portfolio of clients from day one.
The Opportunity
- Inherit an existing client bank of approximately £20m AUM
- Join a respected independent firm with a strong reputation in the market
- Work within a supportive and mature culture that values adviser autonomy
- Flexibility to manage your own diary and work in a way that suits you
- Strong platform for ongoing client and business growth
Package
- Salary up to £70,000
- Attractive bonus structure
- Comprehensive benefits package
- Flexible working arrangements
About You
- Experience as a Financial Planner / Financial Adviser
- Strong relationship management and client-facing skills
- Level 4 Diploma qualified
- Motivated to develop and grow an existing client base within a supportive environment
If you’re interested in exploring a role that offers both flexibility and long-term opportunity within a highly regarded independent firm, please apply or get in touch for a confidential discussion.
Financial Planner in Liverpool employer: Vernon Thomas Search
Contact Detail:
Vernon Thomas Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect role!
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on financial planning. Use platforms like LinkedIn to post articles or engage in discussions. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the firm thoroughly, understand their client base, and be ready to discuss how you can add value. Practise common interview questions and have your success stories at the ready.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that dream job!
We think you need these skills to ace Financial Planner in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your relationship management skills and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Share your passion for financial planning and how you can contribute to our supportive culture while managing your own client base.
Showcase Your Experience: Don’t just list your previous roles; explain how your experience has prepared you for this opportunity. Mention any existing client portfolios you've managed and how you’ve grown them over time.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role.
How to prepare for a job interview at Vernon Thomas Search
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and client management. Brush up on your knowledge of AUM (Assets Under Management) and be ready to discuss how you can grow the existing £20m client bank. This shows you're not just about numbers but also about strategy.
✨Showcase Your Relationship Skills
Since strong relationship management is key for this role, prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific situations where your interpersonal skills made a difference—this will resonate well with the interviewers.
✨Emphasise Autonomy and Flexibility
This firm values adviser autonomy, so be ready to discuss how you manage your own diary and work flexibly. Share experiences where you've thrived in a self-directed environment, highlighting your ability to balance client needs with personal working style.
✨Prepare Questions About Growth Opportunities
Demonstrate your motivation to develop and grow by preparing insightful questions about the firm's plans for client and business growth. This shows that you're not only interested in the role but also in contributing to the firm's future success.