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 a strong professional services network.
- Benefits: Competitive salary, bonuses, coaching, and support for further studies.
- Other info: Enjoy flexible working arrangements and excellent career development opportunities.
- Why this job: Inherit existing clients and make a real impact in their financial journeys.
- 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.
Private Client Financial 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, the company provides excellent coaching, career advancement opportunities, and the flexibility of home working, all while ensuring that advisors can concentrate on nurturing client relationships without the pressure of external business development.
Contact Details:
BWD Search & Selection Recruitment Team
