Financial Advisor

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 ..... full job details .....