At a Glance
- Tasks: Provide AI-driven financial advice to clients in a supportive team environment.
- Company: Fast-growing wealth management firm focused on technology and client success.
- Benefits: Up to £45,000 salary, 25% bonus, excellent benefits, and no late nights.
- Other info: Enjoy a collaborative culture and a stable 9-5 role with provided clients.
- Why this job: Join a modern firm with a focus on work-life balance and career growth.
- Qualifications: Level 4 Diploma qualified with strong communication skills.
The predicted salary is between 45000 - 45000 £ per year.
An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients.
The role is ideally suited to either:
- A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment
- A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided.
The Opportunity
You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move.
What's on Offer
- Salary up to £45,000
- Bonus of 25% on all new business generated
- Existing clients and leads provided
- No expectation for late evening appointments or constant travel
- Strong paraplanning, admin and compliance support
- Excellent benefits package
- Modern technology led advice model
- Genuine progression opportunities within a rapidly growing firm
- Supportive and collaborative culture
The Ideal Candidate
- Level 4 Diploma qualified as a minimum
- Passionate about delivering good client outcomes
- Strong communication and relationship building skills
- Professional and client focused approach
- Keen to develop within a progressive wealth management business
This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.
Financial Planner – 9–5, AI‑Driven Wealth Advice in Liverpool employer: mbf
Join a forward-thinking wealth management firm that prioritises innovation and employee well-being. With a strong focus on technology and AI-driven solutions, this company offers a supportive work culture, excellent benefits, and genuine opportunities for career progression, making it an ideal employer for Financial Planners seeking a balanced and rewarding professional life in North West England.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner – 9–5, AI‑Driven Wealth Advice in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you land that interview, make sure you can clearly articulate your experience and how it aligns with the role. Highlight your passion for client outcomes and your ability to build relationships – that’s what they’re looking for!
✨Tip Number 3
Show off your tech-savvy side! Since this role is all about AI-driven solutions, be ready to discuss how you’ve used technology in your previous roles. Whether it’s software for financial planning or tools for client management, let them know you’re on top of the latest trends.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re genuinely interested in joining our innovative team. Let’s get you on board!
We think you need these skills to ace Financial Planner – 9–5, AI‑Driven Wealth Advice in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your qualifications, especially if you have a Level 4 Diploma, and any relevant client-facing experience. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for delivering excellent client outcomes and how you align with our innovative approach. Let us know why you're excited about joining our Path Finder advisory team.
Showcase Your Communication Skills:As a Financial Planner, strong communication is key. In your application, demonstrate your ability to build relationships and convey complex information simply. We’re looking for someone who can connect with clients effortlessly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around AI-driven solutions. Familiarise yourself with the latest trends in wealth management and how technology is shaping the industry. This will show that you're not just qualified but also genuinely interested in the future of financial advice.
✨Showcase Your People Skills
Since this role focuses on client relationships, be ready to demonstrate your communication and relationship-building skills. Prepare examples from your past experiences where you've successfully built rapport with clients or resolved issues effectively. This will highlight your professional and client-focused approach.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. They’re looking for someone who fits into their supportive and collaborative environment. Be prepared to discuss how your personal values align with theirs and how you can contribute to their ambitious growth plans.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about their technology-led advice model or how they support their advisers in building client relationships. This shows your enthusiasm for the position and helps you gauge if it’s the right fit for you.
