Financial Adviser Merseyside

I have a fantastic opportunity for a qualified and experienced Financial Adviser to join a renowned independent financial planning firm in Merseyside.

The Company:

A successful, stable and growing business
Chance for strong career progression, and success in the role may lead to partnership
Free parking
26 days holiday
Bonus scheme available
Flexibility to potentially work from home on an ad-hoc basis


The Role:

Providing client-focussed independent financial planning and investment management advice
Adhering to FCA rule as interpreted in the firm’s compliance procedures
Build and execute a business development plan encapsulating your personal as well as firm-wide goals and KPI’s
There is the option to work from home


Previous experience within a Financial Adviser role is essential, working with High Net Worth UK private clients
Ideally chartered status or minimum DIPFS
A thorough working knowledge of FCA regulations and products and their application
A proactive and positive attitude
Strong communication skills and ability to build rapport and trust with clients

Apply Now