Financial Advisor

4 days ago


Guildford, Surrey, United Kingdom BWD Search & Selection Full time £79,000

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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