Independent Financial Adviser

Job Title: Financial Adviser

Job Type: Permanent

Salary: £80,000 + 20% Bonus

Location: Liverpool (Hybrid working)

Reference Number: 11019

Summary

Recruit UK is recruiting for a Financial Adviser role at a highly reputable financial planning firm in Liverpool. You'll work closely with clients to help them define their financial goals and long-term ambitions, creating clear, strategic plans to help them achieve success with confidence. Through your professional expertise, technical knowledge, and ongoing support, you'll empower clients to make informed decisions that shape their financial futures.

About the Role

In this role, you'll play a vital part in guiding clients through every stage of their financial journey - helping them identify objectives, build personalised financial strategies, and stay on track to meet their aspirations. You'll work with both existing and prospective clients, providing exceptional service while seeking opportunities to grow and strengthen relationships.

You recognise that meaningful financial planning begins with truly understanding each client - their story, values, and the life they want to create. Meeting clients both in person and virtually, you'll design flexible, bespoke plans that evolve as their needs and circumstances change.

The company is dedicated to making a difference - for clients and colleagues alike. You'll join a supportive, inclusive, and collaborative team where your development is encouraged, and your ideas are valued.

Key Responsibilities

• Provide comprehensive financial advice to both new and existing clients through face-to-face and virtual meetings.
• Build and nurture long-term client relationships, helping them achieve both short- and long-term financial goals.
• Utilise cash flow modelling and advanced financial planning tools to deliver accurate, insightful advice.
• Implement business development initiatives to attract new clients and establish strong

Who you need

• Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential).
• Experience in holistic financial advice and building long-term client relationships.
• Extensive experience in conducting client meetings and creating tailored financial plans.
• Familiarity with regulatory requirements, including Consumer Duty responsibilities.
• Skilled in using cash flow modelling to support financial advice recommendations.
• Excellent communication and presentation skills to ensure clients receive an excellent service.
• Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

What can you expect?

• Starting salary of up to £80,000
• Discretionary bonus scheme of up to 20%
• Hybrid working
• Pre-qualified inbound leads
• Full Administration and Paraplanning support
• Generous holiday allowance and benefits package

and much more!

Please apply with your most up to date CV if oy think you may be suitable.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Liverpool on a Financial Adviser role.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.