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Financial Planner

IDEX Consulting Ltd • Liverpool, Merseyside

Salary
£65k – £75k
Posted
7 May 2026
Work mode
Full-time
Sponsor match
medium
Skilled WorkerWorker (A rating)
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
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