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Financial Planner - Employed - Client Bank Provided

BWD Search & Selection
Posted 10 days ago, valid for 7 days
Location

Doncaster, South Yorkshire DN3 3EE

Salary

£35,000 - £42,000 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 seeking an experienced financial adviser for a well-established advisory firm based in South Yorkshire.
  • The role involves managing and developing a long-established client base with a focus on pensions, investments, and protection.
  • Candidates must be flexible to accommodate office working and primarily serve clients in South Yorkshire and surrounding areas.
  • The position offers a competitive salary of up to £70,000, with potential bonuses for exceeding performance targets.
  • Applicants should have a minimum of the level 4 diploma in financial planning, with preference given to those holding chartered status or working towards it.

BWD have partnered with a well established advisory firm in their search for an experienced financial adviser.

Reporting to a South Yorkshire based office you will be responsible for the management and development of a long established client base requiring advice across the full range of pensions, investments and protection. Client will predominantly based around South Yorkshire and surrounding meaning locality and flexibility to be able to accommodate office working at times will be required.

Benefiting from full back office support you will receive full administration and paraplanning support which will allow you to concentrate on direct client work. understanding the importance of existing clients relationships, our client offers a competitive remuneration model that rewards their advisers continuous client managements as well as new business written.

A competitive salary of up to £70,000 awaits an experienced hire with very realistic bonus opportunity to take earnings well beyond.

Applications are invited from existing financial advisers with a minimum of the level 4 diploma in financial planning with reference preferred for those holding chartered status or working towards, salaries offered will be reflective of experience and qualifications.

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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.