Jobs Liverpool | Suite 129 Imperial Court Exchange Street East Liverpool L2 3AB

0151 236 7744

Technical Financial Planning Advisor

An exciting opportunity has arisen within a large firm of Chartered Accountants for a suitably qualified Financial Planning Advisor.

Reporting to the Compliance and Operations Director, you will provide technical support to the financial planning consultants in specialised advisory areas.  You will also provide high quality customer focussed advice to clients that will draw on all technical disciplines.

In addition to this you will interpret changing legistlation - identifying sales opportunities from these and how best sales practice should be implemented.

You will be a holder of the full AFPC qualification, including G60 or equivalent and possess relevant experience of working within the financial services industry.  In addition to this you will have excellent people skills and a strong sales focus.

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