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V

Financial Planner - £20m Book

Vernon Thomas Recruitment Liverpool
new


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    V

    Financial Planner - £20m Book

    Vernon Thomas Recruitment Liverpool
    new
    Status Open
    Apply now

    Apply on the employer's website


    What we ask

    Education

    No minimum education required

    What we offer

    Salary

    Job description

    Financial Planner – North West | Existing Client Bank | Flexible Working


    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.

    About the employer

    Vernon Thomas Recruitment
    Apply now

    Apply on the employer's website

    Apply now

    Apply on the employer's website


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