At a Glance
- Tasks: Provide desk-based financial advice using AI tools and dedicated support.
- Company: mbf. Lancaster, a forward-thinking financial services provider.
- Benefits: Earn a 25% bonus on new business plus a strong benefits package.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Make a real difference in clients' financial lives with innovative support.
- Qualifications: Experience in financial advising and a passion for client success.
The predicted salary is between 29700 - 36300 £ per year.
mbf. Lancaster is seeking a Financial Advisor to deliver desk-based, regulated financial advice for clients provided by the business.
The role focuses on straightforward cases, with AI-assisted tools and dedicated paraplanning support to free time for client conversations and outcomes.
You will handle clients with investible assets up to £600,000, earning a 25% share of new business and enjoying a strong benefits package.
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Desk-Based Financial Planner — Leads Provided + 25% Bonus employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
