Trainee Financial Planner – Client Base Provided – Remote Based – BWD Search & Selection – Falkirk

BWD Search & Selection

BWD are working on behalf of a long established national advisory business in the recruitment of a trainee financial planner. The successful hire will inherit a highly profitable client base, this base offering one of the best earning opportunities within the team.

Working from a home base you will service and develop an existing client base containing a strong amount of high earning individuals and wealthy retirees. You’ll build new relationships and develop existing ones, and alongside the development and growth of this client base you will generate additional new business opportunities by way of referrals and support from the companies marketing / business development team.

The company have embraced remote working and as such the role offers the opportunity to allow advisory to offer remote client appointments, allowing advisers to conduct 80% of appointments remotely and work extremely efficiently.

The basic package on offer is up to c£60k alongside a highly competitive bonus scheme that is paid on a quarterly basis, earnings upward of £80k are realistic with a number of advisers within the business earning over £100k.

Holding the diploma in financial planning is essential for the role, whilst having experience in providing regulated advice is advantageous, applications will be considered from trainees, the salary on offer will reflect expericne,

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