🚀 Financial Planner – OTE £100K+ | No Business Development Required
BWD have partnered with a leading wealth management firm to support an exciting new venture within their advisory arm. This is a rare opportunity to be part of something new, working within a specialist team offering expert financial advice.
You will:
✔ Work with high-net-worth clients (typically £200K+) via pre-booked appointments
✔ Be part of a growing, leading brand with strong market presence
✔ Provide expert financial advice in a fully supported environment
You’ll get:
🔹 A salaried role with a realistic OTE of £100K+
🔹 Full admin & paraplanning support
🔹 Hybrid working (2 days WFH)
🔹 No BDM, All prequalified leads.
🔹 Career progression with structured growth plans
🔹 A non-contributory pension, PHI, Life & Income Protection
You’ll bring:
📈 Level 4 Diploma in Financial Advice (DipFA) – essential
📈 A proven track record in financial planning & client relationship management
📈 The ability to deliver expert advice in a compliant, client-focused manner
📈 A proactive and professional approach with strong communication skills
Sound like your next move? Apply now or reach out to josh.glen@bwd-search.com to talk! 📩