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Financial Planner – Client Bank Provided

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £50,000 - £65,000 plus bonuses

  • Contact:

    Gary Raine

  • Contact email:


  • Job ref:


  • Published:

    2 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Financial Planner – Client Bank Provided

  • Dorset - Home-based

  • £50,000 - £65,000

BWD is supporting a long-established national advisory business in the recruitment of a qualified and ambitious financial planner to inherit a highly profitable client base and one of the best earning opportunities within the advisory team. The role is new to the market and with a business that has not recruited in the region for some time due to the stability within the team.

Working from a home base you will service and develop an existing client base containing a strong amount of high earning individuals and wealthy retirees. Alongside the development and growth of this client base, you will generate additional new business opportunities by way of referrals and support from the companies marketing/business development team.

Offering a highly competitive bonus scheme that is paid on a quarterly basis the role offers additional bonus opportunities upwards of £65k in addition to a basic package of c£70k. Understanding the importance of motivating new joiners, the business also offers realistic and achievable measures in the first 12 months that will allow bonuses to be earned from joining.

A minimum of 12 months of advisory experience is essential for the role coupled with the diploma in financial planning and preferred progression towards chartered status.