Liverpool: 0151 305 8800

Leicester: 0116 332 8448

Like Opera Freight Personnel on Facebook Follow Opera Freight Personnel on Twitter


Jobs By Email

Please register to receive Jobs like this by email.

Financial Planning Consultant

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 be 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 effectively.

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.


Job Type:Permanent
Location:- North West, Liverpool
Branch:The Workbank Liverpool
Consultant:Contact Branch (The Workbank Liverpool)
Tel: 0151 305 8800
Key Skills
This site uses JavaScript to enhance operation. There may be cases in which content does not operate normally or pages cannot be displayed if JavaScript has been disabled. Please be sure to activate JavaScript when using this site.