Chartered Financial Planner

Posted 8 March by Reed Insurance Featured
I'm currently working with one of Liverpool's oldest and well established Wealth Mangement firms who were also one of the first Chartered Wealth Management firms in the area.

They manage over £230 million on behalf of their clients. Almost £200 million of that is with less than 150 clients.

They have been included in New Model Adviser’s Top 100 for the last four years.

The opportunity for a Chartered Financial Planner to join an international Wealth Management Practice which provides a highly personalised financial planning and investment management service.


-Managing and maintaining their service proposition to clients
-Identifying the most suitable service proposition and making referrals
-Building long term client relationships
-Delivering formal recommendations
-Following up new business opportunities

Skills and Experience

Level 4 Diploma Qualified
Previous experience in an Adviser role
A high level of confidence, sales & presentational skills and interpersonal skills are also key

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Chartered Financial Planner?
Level 4 Diploma Qualified?

Reference: 34642129

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