• Paul Hulance

Financial Adviser - Liverpool - up to £40,000

Job Ref: AH0621


Clark James have the pleasure of working with an Independent firm of Financial Planners based on the outskirts of Liverpool (North side), who are seeking an experienced Financial Planner.

Our client are a wholly Independent Wealth Management and Financial Advisory firm that specialise in providing straight forward solutions to help their clients take control of their financial future, and work with both corporate and private clients.

Working as Financial Adviser, you will have sound knowledge of all associated financial products, specifically Investments and Pensions, and be able to liaise with clients confidently regarding their financial status and future needs.

Full administration and paraplanning support can be provided, with additional support provided for lead generation and possible clients.

To be considered for this role, you will have a proven track record for providing quality financial advice to private clients and being able to maintain long-standing relationships. A minimum of 3 years’ experience working as a succession IFA is essential, as well as having the ability to generate new clients.

Holding the Level 4 Diploma in Regulated Financial Planning is also essential, and if you are working towards Chartered status, this would be highly advantageous.

To apply, please email a full CV to alice.hadley@clarkjames.co.uk including the job reference number

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please Note

All applications received will be dealt with in the strictest confidence.

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.


Alice Hadley

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01673 847140

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