Financial Planner

IDEX Consulting Ltd · Liverpool

Reed.co.uk Posted May 7, 2026 First seen May 18, 2026
My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities. The Role You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients You will work to agreed budgets and working practices as confirmed by the business a...