Financial Planner – Desk based
Southport | Office Based / Hybrid
Salary up to £45,000 + Bonus + Excellent Benefits
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
or
• 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.
Sector:
- Financial Services
- Financial Planning
