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Financial Consultant

2 months ago

Guildford, Surrey, United Kingdom BWD Search & Selection Full time

Are you looking to take your career to the next level as a financial advisor? BWD Search & Selection is seeking a talented individual to join our team as a Financial Consultant. This is an exciting opportunity to work with a well-established firm, operating in a remote/field-based capacity, with a ready-made client bank to get you started.

This role offers a unique blend of autonomy and support, allowing you to develop and manage client relationships within the education sector. You will be responsible for offering tailored financial advice and solutions to meet clients' needs, building new business and enhancing existing relationships.

**Key Responsibilities:**

  • Develop and manage client relationships within the education sector.
  • Offer tailored financial advice and solutions to meet clients' needs.
  • Build new business and enhance existing relationships.
  • Work with an existing client bank to drive growth and client satisfaction.
  • Collaborate with a dedicated relationship team to qualify leads and arrange appointments.
  • Stay up-to-date with industry developments and changes.

**Requirements and Qualifications:**

  • 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.
  • Perfect for Mortgage adviser, trainee IFA, Paraplanning background.
  • 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).