Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client relationships and provide tailored financial advice.
- Company: Dynamic SME advisory firm with strong internal support.
- Benefits: Competitive salary, bonuses, coaching, and flexible working options.
- Why this job: Grow your career in finance with existing clients and mentorship.
- Qualifications: Experience as a paraplanner or newly qualified adviser.
- Other info: Great opportunity for professional development in a supportive environment.
The predicted salary is between 37000 - 45000 £ per year.
BWD are supporting a SME advisory firm who have a unique opportunity for a paraplanner to progress into an advisory role. The firm I am supporting forms part of a wider professional services business which means they benefit from vast internal client opportunities, removing the need for advisors to conduct external business development.
The opportunity will see you work closely with a senior planner and inherit a good amount of existing clients. Alongside this, you will be passed new opportunities where you will onboard and look after the entire client relationship long term. You will manage and develop the client relationship process and your role will combine both the advisory aspect and the production of client reports. Advice will be offered both face to face and in some instances remotely.
What’s on offer:
- A salaried role with a basic of c£37k to £45k plus bonus
- All clients supplied
- Excellent coaching and career development
- Support towards further professional studies
- Some home working flexibility alongside attending client meetings in person in both local offices, clients' homes and through video technology
This opportunity would suit an existing paraplanner or a newly qualified adviser. Applications are invited from candidates residing in the West and South Yorkshire regions.
Financial Planner in Sheffield employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like BWD. A friendly chat can sometimes lead to a job offer before it even hits the job boards.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a financial planner. We recommend role-playing with a friend or using online resources to get comfortable discussing your approach to client relationships and advisory roles.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether in person or via video, make sure to highlight your experience with client management and report production. Bring examples of your work if possible – it’ll set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate candidates ready to take their financial planning career to the next level.
We think you need these skills to ace Financial Planner in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight relevant experience and skills that match what we’re looking for, like client relationship management and advisory experience. A personalised CV shows us you’re genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share your passion for financial planning and how you can contribute to our team. Keep it concise but engaging!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve successfully managed client relationships or improved processes in previous roles. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and concepts. Brush up on key financial principles and be ready to discuss how you've applied them in past roles. This will show your potential employer that you have the technical knowledge needed for the job.
✨Showcase Client Relationship Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built and maintained client rapport in previous positions. Be ready to discuss specific strategies you used to enhance client satisfaction and retention.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about common challenges faced in financial planning and how you would approach them. Practising these scenarios can help you articulate your thought process clearly during the interview.
✨Emphasise Your Adaptability
With the role involving both face-to-face and remote interactions, highlight your adaptability to different working environments. Share experiences where you've successfully transitioned between in-person meetings and virtual consultations, showcasing your flexibility and tech-savviness.
