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The Workbank
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Liverpool, Merseyside
Financial Planning Consultant
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
The Role: Financial Planning Consultant Location: Liverpool Hours: Full time Salary: (Competitive depending on qualifications and experience) Benefits package: Full package available upon completion of notice Specialist Adviser, the ideal candidates will have been exposed to both private and corporate clients. Candidates with experience of providing Public or legal advice would welcomed. The successful candidate will need to be able to pro-actively supporting new client referrals able to generate fee income for the organisation, whilst delivering the values of the firm in a compliant manner. This role requires candidates to adhere to a discrete and confidential offering whilst also having the exceptional communication skills and working with the technical support staff, other colleagues and external sources efficiently. The successful candidates will need to: • Chartered or working towards qualification • Strong knowledge of pensions, investments, protection, tax planning and trust arrangements • Around five years in an independent financial advisory role • Confident networking and business development skills The role will require flexible individuals who are able to cover areas throughout the North West.