mbf. in Lancaster is seeking a Financial Advisor to join a modern planning platform that provides clients, technology and support to deliver excellent advice.
The desk-based role means you receive all clients and leads supplied, with a 25% share of new business and attractive benefits. Ideal for advisers newer to the field or those who prefer client work over constant travel, you will help clients with up to £600,000 investible assets and benefit from AI-enabled processes to increase efficiency
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Financial Planner – Desk-Based AI Advice with 25% Bonus in Lancaster 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.
