BWD Search & Selection
Financial Planner
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Financial Planner
Exceptional Opportunity for Financial Planners
Join a highly regarded global wealth management business through a planning-led proposition currently experiencing exciting growth.
About the Role
This is a fantastic opportunity for experienced advisers who thrive in client-facing environments and benefit from:
- The backing of a major brand
- Strong, modern infrastructure
- Genuine career progression
Key Responsibilities
- Book client meetings directly
- Deliver tailored financial advice supported by advanced technology
- Leverage a dedicated servicing infrastructure to streamline operations
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Business Growth & Vision
As part of a fast-expanding firm, you’ll play a role in a business making significant investments in growth, including:
- Clear long-term vision expansion plans
Package & Benefits
A competitive reward structure, tailored to ambition:
- £75,000 basic salary (dependent on experience)
- Strong benefits package
- Discretionary bonus
- Hybrid working policy
- Offices in Southampton, Guildford, and Bournemouth
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Ideal Candidate
We seek advisers with:
- 1-5 years of relevant experience (CAS accredited)
- Financial planning or wealth advice expertise
Why This Opportunity Stands Out
- Warm client flow from a supportive business model
- Strong infrastructure to enhance efficiency
- Long-term career growth within a high-profile firm
Next Steps
For further details, contact: jasira.hoosen@bwd-search.com
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