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Financial Planner - Employed - Client Bank Provided

Financial Planner - Employed - Client Bank Provided

BWD Search & Selection

Posted 11 days ago, valid for 7 days

Sheffield, Derbyshire S21 1DQ

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

BWD is partnering with a well-established advisory firm to find an experienced financial adviser.
The role involves managing and developing a long-established client base with a focus on pensions, investments, and protection.
The position offers full back office support, allowing advisers to focus on direct client work.
A competitive salary of up to £70,000 is available, with the potential for bonuses to significantly increase earnings.
Candidates must have a minimum of a 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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