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Financial Planner

AMG Search • Liverpool, Merseyside

Salary
£75k – £75k
Posted
29 April 2026
Sponsor match
medium
Skilled WorkerWorker (A rating)
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 advi
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