Financial Planner jobs in Merseyside

You will receive clients from a vast network and high-profile seminars, working with both public sector and FTSE 100 firms. Ideal candidates should have experience in pensions and a track record of developing business from existing clients. The role promises ongoing support and is associated with a salary range of £50k to £75k, with potential for six-figure earnings after the second year.

A reputable financial services firm in Liverpool is seeking an experienced Financial Planner to develop new business and maintain existing client relationships. The role involves providing tailored financial strategies and managing investments for clients. Candidates should have a minimum diploma in regulated financial planning, be working towards Chartered status, and have at least 5 years of...

You will manage client relationships with government departments, local authorities, project and property developers, infrastructure operators, and other organisations across the public and private sectors. Additionally, you will help develop the town planning business through pursuing strategic opportunities, winning new contracts, and managing senior relationships.

You will work across modes to develop transport strategies, policies and business cases, and support the development of transport programmes and projects from inception through to completion. This is a varied role that will include some of the following responsibilities:

Why us Location: Liverpool, New South Wales Job type: Full‐time Job details: Temporary – full time until 1st February 2029, 35 hours, 5 days per week. Competitive salary. Job Description As a Senior Contributions Planner you will be responsible for the preparation, implementation, monitoring and review of Council's Contributions Plans, Voluntary Planning Agreements (VPAs) and ensuring that...

Job Description We are currently seeking a Transport Planner to join our Transport Team for our Consumer Beverage sector at our Port Sunlight site. As a Transport Planner you will be contributing to the success of the transport team, you will be responsible for completing and overseeing the day-to-day planning function of the transport operation. A highly motivated and driven individual, you...

You will be responsible for managing the scheduling system and ensuring that appointments are made within agreed timescales and views are monitored and kept up to date.

You will also be responsible for rescheduling jobs if necessary and communicating any changes with the relevant parties.

** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks...

You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

Job description Exclusive Opportunity with a Leading National Wealth Management Firm IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding team based in Liverpool. This firm has built an outstanding reputation for...

You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services - Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates

You should have experience and enjoy the process of preparing client meeting packs

Job Description Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm...

FUND ADMINISTRATOR Operation Analyst - Financial services 6 months initially Liverpool One of our large financial clients is seeking a Fund Administrator to join our team that covers Fund Applications, Operations, Settlements and Dealing. provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We...

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team,...

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services * Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates *

Company: Finning (UK) Ltd, Number of Openings: 1, Worker Type: Permanent, Position Overview: Job Description Summary Finning Power Rental is one of the world's leading providers of custom rental power solutions. Our extensive range of world-class rental equipment includes everything from power generators and load banks to transformers. We are looking for a motivated and technically proficient...

Our client is a well respected firm of Chartered Financial Planners in Merseyside. Due to the continued growth of the business they are looking to recruit an experienced Financial Planner. The role of the Financial Planner is to develop new and maintain existing business streams and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial...

You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high‐quality outcomes for clients and strong alignment with regulatory requirements.

You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements.