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Financial Planner

2 months ago

London, Greater London, United Kingdom BWD Search Full time
Financial Planner Opportunity

We are seeking a skilled Financial Planner to join our team in the Dorset/Wiltshire region. As a Financial Planner, you will be responsible for managing an established client base and driving organic growth through lead/client provision.

Key Responsibilities:

  • Manage and grow an existing client base
  • Develop and implement strategies for lead/client provision
  • Work closely with the firm's bonus scheme to maximize earnings potential

About the Role:

This is an ideal opportunity for a Financial Planner who prefers to focus on client management and growth. The role is home-based, offering a good deal of autonomy, and comes with a generous bonus scheme.

What We Offer:

  • Significant recurring income
  • Immediate scope for new business
  • Formulaic bonus scheme (paid quarterly)

Requirements:

  • Proven experience as a Financial Planner
  • Strong client management and growth skills
  • Ability to work independently in a home-based environment