Financial Planner
Liverpool, Merseyside Accounting & Finance Posted 4 days ago
Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Key Responsibilities Build, maintain and develop strong client relationships, delivering exceptional ongoing service to mee…
