Financial Advisor
4 days ago
Job Opportunity: Financial Advisor
We are seeking a skilled Financial Advisor to join our team at BWD Search & Selection. As a Financial Advisor, you will be responsible for developing and managing client relationships within the education sector.
Key Responsibilities:
- Build and maintain strong relationships with clients to understand their financial needs and provide tailored advice and solutions.
- Develop and implement strategies to grow and enhance existing client relationships.
- Collaborate with a dedicated relationship team to qualify leads and arrange appointments.
- Stay up-to-date with industry developments and changes to ensure the highest level of expertise.
Requirements:
- QCF Level 4 qualification in Financial Advice or equivalent.
- Proven ability to build lasting client relationships and manage workloads independently.
- Driven individuals who want to succeed in a dynamic and fast-paced environment.
- Experience in managing your own business growth and making commercial decisions.
What We Offer:
- Competitive starting salary with OTE £79,000.
- Car allowance of £6,050 per year.
- Generous pension scheme (company matched plus 2% up to 10%).
- Life assurance (four times your base salary).
- 28 days holiday + bank holidays, increasing to 30 days after 5 years.
- Option to buy or sell holiday days.
- Ongoing training and support, including professional qualifications.
- Flexible benefits, including travel loans, cycle-to-work schemes, and medical cover.
- Discounts on major brands and access to employee assistance programs.
- Two volunteering days per year.
- Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).
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