Financial Planner (Wealth Management)

Location: Liverpool, United Kingdom — Royal Liver Building. Hybrid working model, role dependent.

Company

hirify.global provides personalised investment management and financial planning advice to wealth management clients in the UK.

What you will do

• Build, maintain, and develop relationships with current and prospective clients.
• Deliver tailored financial planning and wealth management advice through professional client meetings.
• Review client circumstances, risk profiles, retirement plans, inheritance considerations, and tax efficiency needs.
• Collaborate with Investment Management, Professional Services colleagues, and Centres of Influence to support client relationships and business development.
• Maintain the new business pipeline, client records, valuations, and documentation accurately and in line with Group policies.
• Resolve client issues, maintain regulatory standards, and complete continuing professional development.

Requirements

• Relevant Level 4 qualification or above, with aspiration toward Level 7.
• Current Statement of Professional Standing.
• Experience working with new and existing clients on a fee basis.
• Knowledge of holistic financial planning strategies and solutions, with the ability to analyse client information and make suitable recommendations.
• Understanding of risk management frameworks and risks affecting a private client business.
• Strong client service, communication, prioritisation, and pressure-management skills.

Culture & Benefits

• Private medical insurance and life assurance.
• Pension contribution.
• Generous holiday package with the option to purchase additional holiday.
• Shared parental leave.
• Inclusive and supportive workplace with active employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments available throughout the application process.