At a Glance
- Tasks: Manage client relationships and provide tailored financial advice with a senior planner's support.
- Company: Dynamic SME advisory firm with strong internal client opportunities.
- Benefits: Competitive salary, bonuses, coaching, and support for professional studies.
- Other info: Great career development in a supportive environment.
- Why this job: Kickstart your advisory career with existing clients and flexible working options.
- Qualifications: Experience as a paraplanner or newly qualified adviser preferred.
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 Service Planner in Wakefield employer: BWD Search & Selection
BWD is an exceptional employer, offering a unique pathway for paraplanners to transition into advisory roles within a supportive SME advisory firm. With a strong focus on employee development, you will benefit from excellent coaching, career progression opportunities, and the flexibility of home working while managing long-term client relationships in the vibrant West and South Yorkshire regions.
Contact Details:
BWD Search & Selection Recruitment Team
