Description : 10 Mar, 2023
BWD are supporting a long established national advisory business in the recruitment of a qualified and ambitious trainee financial planner. The successful hire will inherit a highly profitable client base which you will manage from a home base.
You will service and develop an existing client base containing a strong amount of high earning individuals and wealthy retirees. Alongside the development and growth of this client base you will generate additional new business opportunities by way of referrals and support from the company's marketing / business development team.
The company have embraced remote working and as such the role offers the opportunity to allow advisory to offer remote client appointments, allowing advisers to conduct 80% of appointments remotely and work extremely efficiently.
They are looking for a level 4 qualified individuals such as paraplanners who is looking to step up into an advisory position who are personable and driven to succeed.
Offering a highly competitive bonus scheme that is paid on a quarterly basis the role offers additional bonus opportunity upwards of GBP30k in addition to a basic package of cGBP45k to GBP55k as well as a car allowance. Understanding the importance of motivating new joiners the business also offers realistic and achievable measures in the first 12 months that will allow bonus to be earned from joining
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