Current Vacancy

Job Title:     Independent Financial Adviser

Salary:        Competitive, with incentive package

Based:         West Derby, Liverpool 12

Benefits:     Employer Pension Contributions as part of package

Job Role: We are a successful and well established Liverpool firm of Chartered Accountants seeking to recruit a Financial Planning Consultant. Our Financial Services Department, established in 2002, is a key part of our business strategy of developing strong personal relationships with clients by offering an integrated range of professional services. Our clients are owner managed businesses and successful individuals across the North West of England.        

You will have a minimum of 5 years relevant experience, ideally having previously worked in professional practice and be qualified to or working towards Chartered Status. Candidates able to advise on pension transfers and long term care will be preferred.

You will be providing first class, integrated advice and on-going service to a large number of existing and new clients generated by referral and by our established marketing activities.

Reporting to the Managing Partner, the ideal candidate will be a self- starter, capable of influencing others, comfortable dealing with entrepreneurs across a range of issues and able to demonstrate a track record of success in their career to date.  

This role demands a high level of competency in the following areas:

·         Delivering targets

·         Developing and maintaining professional relationships with clients, partners and staff

·         Strong communication and presentation skills

To apply for this role please submit your CV and covering letter to

Direct applications only. All applications will be treated with utmost confidence.