Financial Planner in Southampton

Financial Planner in Southampton

Southampton Full-Time 75000 - 75000 £ / year (est.) No working from home possible
BWD Search & Selection

At a Glance

  • Tasks: Provide client-facing financial advice and support using modern technology.
  • Company: Join a leading global wealth management firm with a strong brand.
  • Benefits: Earn up to £75,000 plus bonuses and enjoy hybrid working.
  • Other info: Work in a dynamic environment with significant expansion plans.
  • Why this job: Be part of a rapidly growing team with real career progression opportunities.
  • Qualifications: Experience in financial planning and excellent client relationship skills.

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
  • Locations: Southampton, Guildford

Financial Planner in Southampton employer: BWD Search & Selection

Join a leading global wealth management firm that prioritises your professional growth and client engagement. With a strong infrastructure, modern technology support, and a commitment to hybrid working, you'll thrive in a dynamic environment that values innovation and career progression. Located in vibrant Southampton and Guildford, this role offers an exceptional opportunity to be part of a rapidly expanding team with a clear vision for the future.

BWD Search & Selection

Contact Details:

BWD Search & Selection Recruitment Team

We think you need these skills to ace Financial Planner in Southampton

Client-Facing Advice
Wealth Management
Financial Planning
Communication Skills
Technology Proficiency
Advisory Skills
Relationship Management