Financial Advisor

mbf.; Lancashire; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

25% share of new business

Excellent benefits

Leads provided

Job summary

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.

Qualifications

• Qualified to provide regulated financial advice.
• Able to manage client meetings and straightforward advice cases without close daily supervision.
• Confident explaining financial matters in clear, relatable language.
• Comfortable adopting new technology and working within a streamlined advice process.
• Collaborative, down to earth and committed to doing what has been promised to clients.

Responsibilities

• Provide desk-based financial advice to clients with relatively straightforward requirements.
• Concentrate on client conversations, recommendations and outcomes with AI-assisted support.
• Collaborate with more experienced planners for complex cases when needed.
• Utilise supplied appointments, leads and client base to maximise service quality.

Skills

Regulated advice

Client meetings

Clear communication

Tech adoption

Job description

Financial Advisor - Clients Provided

Lancaster

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 business

The company has more than doubled in size over the past three years and has significant funding behind its next stage of growth. Its success has been attributed to doing what it says it will do, for clients and colleagues alike. 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 role

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. The role is desk based, with appointments booked into your diary and all clients and leads supplied by the business.

Administration and paraplanning are handled elsewhere, leaving you free to concentrate on client conversations, recommendations and outcomes. 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. You will still receive your 25% share of the resulting new business, recognising the relationship and opportunity you have developed.

The opportunity

• All clients, leads and appointments provided.


• Desk-based advice with no requirement to build a client bank through cold prospecting.


• Administration and paraplanning support provided.


• Modern, technology and AI-enabled advice process.


• Basic salary of up to around £45K, depending on experience.


• 25% payment on all new business generated, including more complex opportunities passed to another Adviser. You WILL earn good bonuses simply by doing a good job


• Genuine long-term progression within a rapidly growing independent financial-planning business.


• Choice of working from Liverpool, Southport or Lancaster.

About you

• 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.


• Comfortable adopting new technology and working within a streamlined advice process.


• Collaborative, down to earth and committed to doing what has been promised to clients.