Financial Planner - Liverpool, United Kingdom - MB Fitzgerald
Description
Financial Planner - Liverpool - Salary negotiable, from £40-70K plus fantastic company benefit
MBF are currently working on a new vacancy in Liverpool for an experienced Financial Planner to join a growing firm of Chartered Financial Planners.
The company are established in the area with a growing team of around 10 staff, but are still a young, forward thinking company with new ideas and utilising new technologies.
They are looking for an experienced Advisor to work with existing clients as well as servicing new enquiries that come into the business.
They offer holistic financial advice and can tailor their services to clients at any level. They are looking for a hard-working, adaptable Financial Planner who puts the client firstRequirements:
- You MUST have previous experience in a similar role, providing advice to private clients in all areas including Pensions and Investments
On Offer:
They can offer a competitive salary of between £40,000 and £70,000 depending on experience and qualifications, plus a fantastic benefits package including;
- 28 days holiday plus bank holidays
- Flexible working
- Pension contributions up to 5%
- Private medical insurance
- Home working available
- Paid study and development support
- Discretionary bonus / profit share scheme
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