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    Financial Planner - Liverpool, United Kingdom - IDEX Consulting Ltd

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    Description

    Job Description My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.

    effective ongoing service to help minimize attrition, and to deliver new instructions and
    To ensure clients have the right advice to achieve their financial objectives, while understand
    and considering the impact of factors such as retirement planning, inheritance, and tax
    Technical/product knowledge and effective communication of wide ranging holistic financial
    planning strategies & solutions.
    Experience of operating within a risk management framework together with a thorough
    understanding of the risks and threats pertaining to a private client business.

    Competitive salary
    Private medical insurance
    Life assurance
    Pension contribution
    Hybrid working model (role dependent)
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

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