Employed Financial Planner - Client Bank, Transparent Bonus - OTE £90k

BWD have partnered with a small but well-established advisory business based in the south Yorkshire region who are seeking an experienced financial advisor to support an established book of legacy clients.

You will be responsible for the management and development of an existing client base generating significant revenue and conduct annual reviews with clients in line with their adviser agreements, where possible you will seek out new business opportunities from both within the client base and via way of referrals.

You will be offered some home working flexibility and benefits from full back office support and will be allowed to concentrate fully on adviser work, a transparent bonus scheme accounts for both ongoing fee’s and new business which demonstrates the value in place of existing clients relationships.

A generous bonus scheme compliments a competitive salary of c£50k to £70k with anticipated earning upwards of £90k, salary will be reflected by experience and qualifications.

Apply today for a confidential conversation.