Financial Planner

Financial Planner

Location: Chester to Liverpool

Up to £80,000 basic salary (depending on experience), plus bonus, £6600 car allowance, and extensive benefits including: Private healthcare, income protection and life assurance

HNW client bank of over 120 households for you to pick up and work with? These will be HNW clients in need of holistic advice and who love the advice of this company.

You will be joining a national award winning, wealth management company who is one of the largest and most established financial planning and investment companies in the UK. The client approach feels personal, with face-to-face (and video) Wealth Management Advice. If you enjoy creating and nurturing deep and sustained client relationships, then this is the role for you.

This is a Financial Planning company that truly has the clients at the centre of everything they do and are well respected and well known. Employees are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. They invest in their people, and this is a company in which you will thrive!

Financial Planner- Does this describe you?

Enjoys cultivating and maintaining ongoing relationships with clients by tracking their successes, and keeping them informed about any changes that may affect their finances

Thrives in planning, implementing and executing the annua...