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Employed Financial Planner - Client Bank, Transparent Bonus - OTE £90k

BWD Search & Selection
Posted 20 hours ago, valid for 14 days
Location

Chesterfield, Derbyshire S41 0AP

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • BWD is collaborating with a well-established advisory business in South Yorkshire seeking an experienced financial advisor.
  • The role involves managing and developing an existing client base while generating significant revenue and conducting annual reviews.
  • Candidates should have a minimum of 3 years of experience in financial advising.
  • The position offers a competitive salary ranging from £50k to £70k, with potential earnings exceeding £90k based on experience and qualifications.
  • Home working flexibility and full back office support are provided, allowing advisors to focus on client relationships and business development.

BWD have partnered with a small but well-established advisory business based in the south Yorkshire region who are seeking an experienced financial advisor to support an established book of legacy clients.

You will be responsible for the management and development of an existing client base generating significant revenue and conduct annual reviews with clients in line with their adviser agreements, where possible you will seek out new business opportunities from both within the client base and via way of referrals.

You will be offered some home working flexibility and benefits from full back office support and will be allowed to concentrate fully on adviser work, a transparent bonus scheme accounts for both ongoing fee’s and new business which demonstrates the value in place of existing clients relationships.

A generous bonus scheme compliments a competitive salary of c£50k to £70k with anticipated earning upwards of £90k, salary will be reflected by experience and qualifications.

Apply today for a confidential conversation.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.