mbf. seeks a Financial Planner to join a growing team in Liverpool, Southport or Lancaster. You will provide simplified financial advice to clients with relatively straightforward needs, using a desk-based model with clients and leads supplied by the business.
Administration and paraplanning are handled elsewhere, letting you focus on client conversations, recommendations and outcomes. A 25% share of new business and a salary up to around £45K reflect the opportunity and progression within a
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Tech-Driven Financial Planner (Desk-Based) – 25% New Business in Liverpool 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.
