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Financial Planner - Employed - Client Bank Provided

BWD Search & Selection
Posted 11 days ago, valid for 7 days
Location

Dronfield, Derbyshire S181WQ, England

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, providing advice on pensions, investments, and protection.
  • The firm offers full back office support, including administration and paraplanning, allowing advisers to focus on client interactions.
  • A competitive salary of up to £70,000 is available, with realistic bonus opportunities for high earnings based on client management and new business.
  • Applicants must have a minimum of the level 4 diploma in financial planning, with preference for 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.

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 thier 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.