Financial Planner

BWD are supporting a SME advisory firm who have a unique opportunity for a paraplanner to progress in to an advisory role.

The firm I am supporting form 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 client’s supplied
• Excellent coaching and career development
• Support towards further profession studies
• Some home working flexibility alongside attending client meeting 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.