At a Glance
- Tasks: Provide simplified financial advice to clients with investible assets up to £600,000.
- Company: Rapidly growing financial planning firm with a people-first culture.
- Benefits: Up to £45,000 salary, 25% new-business bonus, and excellent benefits.
- Other info: Join a supportive team with a strong platform for career development.
- Why this job: Focus on giving great advice without the hassle of client hunting or travel.
- Qualifications: Experience in financial advice preferred but open to newcomers eager to learn.
The predicted salary is between 44775 - 54725 £ per year.
Financial Advisor – Clients Provided Lancaster Up to £45,000, potentially higher for significant experience | 25% new-business bonus | Excellent benefits This is an opportunity to join a modern financial-planning proposition built around a simple idea: give Advisers the clients, technology and support they need, then allow them to focus on giving good advice.
The business The company has more than doubled in size over the past three years and has significant funding behind its next stage of growth.
Its success has been attributed to doing what it says it will do, for clients and colleagues alike.
The management team is approachable and relatable, and the business remains determined to preserve its people-first culture as it expands.
This could suit someone relatively new to advice who wants a strong platform on which to develop, or an experienced Adviser who enjoys client work but no longer wants to spend as much time travelling between appointments.
The role The successful Financial Planner will join a growing team providing simplified financial advice to clients with relatively straightforward requirements, typically those with investible assets of up to £600,000.
The role is desk based, with appointments booked into your diary and all clients and leads supplied by the business.
Financial Advisor employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
