(LB200) Financial Advisor

Lancashire | £35,000.00 - 45,000.00 Per Annum (2.75 x Validation and 35% bonus)

Job Title: Financial Advisor

Salary: £35,000 - £45,000

Location: Lancashire

Experience (essential): at least 2 years as a qualified financial advisor

Qualifications (essential): Level 4 Diploma in Financial Planning (or Equivalent)

The proposition

  • This is an exceptional opportunity for an advisor to inherit a book of clients in Lancashire and to have the flexibility to work from home.
  • The financial advisor coming on board will play a key role in the firms continued growth and add value to both their new and existing clients.
  • They are able to hold meetings for their clients at their offices or at client’s homes or workplaces and they provide advice on products ranging from an ISA to a Group Pension scheme, Life Assurance to Inheritance Tax planning.
  • The team is made up of 6 individuals currently: 3 Financial Planners, 1 Mortgage Adviser, 1 Trainee Paraplanner and an Office Manager. 
  • The successful candidate will receive a basic salary of £35,000 - £45,000 per annum with a generous bonus scheme of 35% in place.
  • You will be provided with approx £5m AUM that will be credited towards your validation with full administration and Paraplanning support provided.

The Company

  • This financial planning firm have been trading for over 15 years and have a highly professional and experienced team to deliver a personal, friendly and professional service to their clients.

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with one of our Directors, Lewis Byford/Lee Old. Alternatively find us on LinkedIn and send us a message!