Financial Advisor (Investments / Pensions) in Liverpool

Job Description Financial Advisor – Clients Provided 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 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 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. Technology and AI support a more efficient advice process, enabling the team to help more people while maintaining a personal and professional service. When a conversation uncovers needs that are more complex, the case can be passed to a more experienced Financial Planner within the wider business. Desk-based advice with no requirement to build a client bank through cold prospecting. ~ Basic salary of up to around £45K, depending on experience. ~You WILL earn good bonuses simply by doing a good job ~ Genuine long-term progression within a rapidly growing independent financial-planning business. ~ Qualified to provide regulated financial advice, with some practical experience already gained. Able to manage client meetings and straightforward advice cases without close daily supervision. Confident explaining financial matters in clear, relatable language.