At a Glance
- Tasks: Provide client-facing financial advice and utilise modern technology for planning.
- Company: Join a prestigious global wealth management firm with a strong growth vision.
- Benefits: Earn up to £75,000 plus bonuses, hybrid work, and a comprehensive benefits package.
- Other info: Exciting opportunities for career progression in a dynamic environment.
- Why this job: Accelerate your career in a high-profile business with warm client leads and solid support.
- Qualifications: 1-5 years of financial planning experience and a passion for client service.
The predicted salary is between 75000 - 75000 £ per year.
An exceptional opportunity for Financial Planners to join a highly regarded global wealth management business, via an exciting, rapidly growing planning-led proposition. This is a fantastic move for an adviser who enjoys client-facing advice and wants the backing of a major brand, strong infrastructure, and genuine career progression.
You will step into a role where client meetings are booked into your diary, with advice supported by modern technology and a dedicated servicing infrastructure. The opportunity offers the chance to be part of a business investing heavily in growth, with significant expansion plans and a clear long-term vision for the proposition.
Package highlights:
- Up to £75,000 basic salary + a strong benefits package
- Discretionary bonus
- Hybrid working
- Southampton, Guildford & Bournemouth offices
Ideal for advisers with:
- 1-5 years experience (CAS)
- Financial planning / wealth advice experience
A brilliant opportunity for advisers looking to accelerate their career within a high-profile wealth business, with warm client flow, strong infrastructure, and long-term progression.
Get in touch for more information:
Locations
Financial Planner in Hampshire, Portsmouth employer: BWD Search & Selection
Join a prestigious global wealth management firm that prioritises employee growth and offers a dynamic work culture. With a strong emphasis on client-facing advice, modern technology, and a supportive infrastructure, you will thrive in an environment that fosters career progression and innovation. Located in vibrant cities like Southampton, Guildford, and Bournemouth, this role provides not only a competitive salary and benefits but also the chance to be part of a rapidly expanding business with a clear vision for the future.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Hampshire, Portsmouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BWD Search & Selection. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Hampshire, Portsmouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BWD Search & Selection.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BWD Search & Selection's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BWD Search & Selection
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BWD Search & Selection.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BWD Search & Selection will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BWD Search & Selection employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
