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

BWD Search & Selection
Posted 2 days ago, valid for 5 days
Location

Coventry, West Midlands CV6 3BF, England

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 seeking an experienced financial advisor to manage and grow an established book of legacy clients.
  • The role involves conducting annual reviews and seeking new business opportunities within the existing client base.
  • Candidates should have a strong background in financial advising and experience managing client relationships.
  • The position offers a competitive salary ranging from £50k to £70k, with potential earnings exceeding £90k based on experience and qualifications.
  • Flexible home working options and full back office support are provided to allow advisors to focus on their work.

BWD have partnered with a expanding advisory business region who are seeking an experienced financial advisor to manage, develop and grow 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.