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Financial Planner
Liverpool, ENG
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Financial Planner – £40,000 to £60,000 DOE | Liverpool | Hybrid Working

Are you a qualified Financial Planner looking to join a progressive, Chartered firm committed to long-term client relationships and quality advice?

We’re a Top 100 IFA firm with a strong reputation for excellence. Due to continued growth, we’re now looking for a Financial Planner to join our team in Liverpool. This is a hybrid role, with a mix of office and remote working, designed to support work-life balance while keeping you connected to a modern, collaborative environment.

What you’ll do:

  • Manage and grow a small, inherited client bank
  • Generate new business through warm leads and referrals
  • Deliver holistic, independent financial advice across pensions, investments, and protection
  • Build long-term relationships and provide a first-class client experience

What we’re looking for:

  • Level 4 Diploma in Financial Planning (minimum); Level 6/Chartered is a plus
  • Proven experience delivering financial advice
  • A relationship-led, client-first approach
  • Comfortable developing new business alongside managing existing clients

What we offer:

  • Salary: £40,000 – £60,000 (DOE & qualifications)
  • 25 days holiday + bank holidays + your birthday off
  • Cycle to work scheme
  • 10x Death in Service
  • Private Medical Insurance (PMI)
  • 5% Pension
  • Modern, newly refurbished Liverpool office
  • Chartered firm & Top 100 IFA recognition
  • Membership access to NextGen Planners & CII

If you’re looking for the next step in your Financial Planning career and want to be part of a firm where your voice is heard and your impact is valued, we’d love to speak with you.

👉 Apply now or message for a confidential chat.


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