Job Description

Are you a Financial Adviser looking for a new challenge with a fast growing financial firm? Are you qualified at a level 4 Financial Planning Diploma level?

If so, this could be the perfect role for you.

Working at one of the client's main offices in the Liverpool city centre, you will be able to provide regular, ongoing support and a high level of service to both existing clients alongside being able to develop and build new client relationships.

Benefits for this role include:

A competitive, basic salary ranging between £35,000-£40,000 per annum.

Close to local public transport links or if you are a driver, nearby parking facilities.

Suitable working hours.


Your main responsibilities for this role include:

Dealing with a high level of client focus.

Understanding client's needs and ensuring there is a high level of client satisfaction.

Reviewing clients proactively and at least once per year reviewing each specific client.

Dealing with both new referrals and longstanding, existing clients on a daily basis.

Liaising with the client support team and administrators to ensure work is done in an effective, timely manner.

In order to apply for this role, you MUST have the following skills and experience:

Hold a level four Financial Planning Diploma and above.

Hold the ability to work well as part of a team and able to take your own accountability in any work duties.

If you fit the above criteria, please apply directly and to speed up your pre-registration, complete our pre-registration link on http://registrations.brookstreet.co.uk/full-registration.aspx

If you require any further information on this vacancy, please call Daniel on 0151 242 6090 or alternatively via e-mail on