At a Glance
- Tasks: Manage client relationships and provide tailored financial advice with a senior planner's support.
- Company: Join a dynamic SME advisory firm with strong internal client opportunities.
- Benefits: Competitive salary, bonuses, coaching, and flexible home working options.
- Other info: Enjoy excellent career development and support for further professional studies.
- Why this job: Grow your career in finance while making a real difference for clients.
- Qualifications: Ideal for paraplanners or newly qualified advisers in West and South Yorkshire.
The predicted salary is between 40000 - 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£40k 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 Wakefield employer: BWD Search & Selection
BWD is an exceptional employer that offers a unique pathway for financial planners to thrive within a supportive SME advisory firm. With a strong emphasis on professional development, employees benefit from excellent coaching, career growth opportunities, and the flexibility of home working while managing long-term client relationships. The collaborative work culture, combined with the advantage of inheriting existing clients and internal referrals, makes this an ideal environment for those seeking meaningful and rewarding employment in West and South Yorkshire.
Contact Details:
BWD Search & Selection Recruitment Team
