Financial Planner

  • AMG Search
  • Liverpool, Merseyside
  • Apr 27, 2026
Full time Banking

Job Description

An excellent opportunity has arisen for an experienced Financial Planner to join a leading wealth management firm in Liverpool.

This role offers the rare opportunity to take over an established client bank with significant recurring income, alongside strong internal support and a structured environment.

The Role:
  • Managing an existing portfolio of clients
  • Delivering holistic financial planning advic click apply for full job details