Financial Planner – Clients Provided
Southport - 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 successful Financial Planner will join a growing Pathfinder 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.
- 25% payment on all new business generated, including more complex opportunities passed to another Adviser.
- 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.
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.
Sector:
- Financial Services
- Financial Planning
