Liverpool
Full time
Permanent
Hybrid
About the role
This is a role for a planner who wants to look after existing clients rather than build a bank from scratch. Compliance, paraplanning and investment research are handled centrally, so your time goes on advice and on the people you advise.
Our Liverpool office looks after clients across Merseyside and the North West. It is a settled team with room to grow.
What you would be doing
Looking after an existing bank of around 120 client households
Holding annual progress meetings and keeping plans on track
Retirement, investment, protection and estate planning advice
Working with a paraplanner on research and suitability reports
Developing relationships with existing clients and their families
At a glance
Salary
Competitive
Office
Liverpool
Contract
Permanent
Hours
35 hours per week
Working
Hybrid
, three days in office
Reports to
Regional Manager
Closing date
Or email your CV to
jobs@absolute-financial.com
What we are looking for
Essential
Level 4 Diploma in Regulated Financial Planning, or equivalent
A current Statement of Professional Standing
At least two years advising clients directly
The right to work in the UK
Nice to have
Chartered status, or working towards it
Experience with cashflow modelling
What we offer
Salary of £55,000 to £70,000, depending on experience
Company pension scheme
25 days holiday plus bank holidays
Exam and CPD support, with study time
Paraplanning, compliance and research support
How it works
01
Apply
Send us your CV and a note about the role.
02
We take a look
We will come back to you either way.
03
A conversation
About the role, your experience and what you are looking for.
04
Meeting the team
A chance to see where you would work, and who with.
