BWD Search & Selection

A well-established wealth management firm is looking to appoint an Associate Financial Planner within its Berkshire office. This role would suit either a Level 4 qualified Paraplanner looking to move into advice or a junior Financial Adviser seeking a supportive environment to continue developing their career. The successful individual will work with an existing client bank and, following the firm's internal sign-off process, will begin advising clients and conducting review meetings. The focus is initially on servicing existing clients, with the opportunity to progress into a full Financial Planner position over time. The business offers a clear career path, strong support infrastructure and excellent long-term progression opportunities. The role: Advising and servicing an existing client base Conducting client review meetings Preparing and presenting suitable recommendations Working alongside experienced Financial Planners and support staff Progressing towards a Financial Planner role Requirements: Level 4 Diploma qualified (or close to completion) Experience within financial planning, paraplanning or wealth management Strong communication and interpersonal skills Desire to build a long-term career in financial planning Package: Salary up to £55,000 Discretionary bonus Full benefits package Structured progression and development support This is an excellent opportunity for someone looking to take the next step into advice with a highly regarded wealth management business.

An exciting opportunity has arisen to join a growing Chartered Financial Planning firm during a significant period of expansion. The business is investing heavily in its regional offices and has ambitious growth plans, making this an excellent time to join an organisation that is committed to developing talent from within. The role is designed for an ambitious Paraplanner who is looking to progress into a Financial Planner position. Initially, you will work in a client-facing Paraplanner capacity, supporting experienced advisers and attending client meetings, before transitioning into an authorised adviser role after approximately 12 months. What you'll receive: • Clear pathway into a Financial Planner role • Structured development and support towards becoming an adviser • Strong culture of internal promotion based on merit • Competitive basic salary and benefits package • Generous bonus scheme once authorised • Opportunity to join a growing office with significant long-term career prospects Ideal candidates will have: • Experience within Financial Planning as a Paraplanner or similar technical role • Progress towards, or completion of, Level 4 Diploma qualifications • Strong communication and relationship-building skills • Ambition to become a successful Financial Planner • A long-term mindset and desire to grow with the business This is an excellent opportunity for someone looking to take the next step towards becoming a Financial Planner within a supportive and expanding organisation.

A fast-growing, high calibre IFA firm are looking to hire a Financial Planner to their Hampshire office, following an acquisition in the region. This is an ideal opportunity for an adviser with 2-5 years experience, with a client base of c£40M to inherit straight away plus a further transition of clients over the next 18 months. The firm has an excellent culture, a client centric approach and, simply put, is a thoroughly enjoyable place to work.In addition to a competitive basic salary, the firm offers an excellent bonus structure that rewards both recurring and new fees. With the client base provided earnings can be expected to be £100K+ from year two. Location is fairly flexible as the firm has operates a very flexible agile working policy. The client base is in Hampshire and Dorset so candidates anywhere in those locations would suit.

A leading UK Private Bank are seeking an experienced Wealth Planner to join their Bournemouth office, in line with the further expansion of their Wealth Planning division.These are exceptional opportunities focused on advising HNW (£3M-20M investable assets) and UHNW (£20M+) clients. Working closely with a team of Private Bankers, all clients will be referred internally, enabling you to focus your time on the provision of high quality, holistic financial planning to a high profile, complex and interesting client base. Candidates will need to Level 6 qualified (or close to) and will have exceptional interpersonal, technical and stakeholder relationship skills.

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners and Senior Wealth Planners across their Southern region (Dorset/Hampshire/Surrey)This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £3M investable assets All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an authorised Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details

A prestigious, high profile Investment House are currently looking to appoint a Financial Planning Director to their Bournemouth. As well as advising HNW private clients, developed through internal and external sources, this individual will assume responsibility for a small team of Financial Planners and Paraplanner, effectively operating as the Head of Financial Planning for the office. Whilst there is a significant Investment Management team in the office to leverage client referrals, this individual must also be comfortable leading from the front in terms of external business development. The role would suit an accomplished, proactive Chartered Financial Planner with either previous mentoring/leadership experience, or the desire to move their career in this direction.

A leading UK Private Bank are seeking two experienced Wealth Planners to join their London team, in line with the further expansion of their Wealth Planning division.These are exceptional opportunities focused on advising HNW (£3M-20M investable assets) and UHNW (£20M+) clients. Working closely with a team of Private Bankers, all clients will be referred internally, enabling you to focus your time on the provision of high quality, holistic financial planning to a high profile, complex and interesting client base. Candidates will need to Level 6 qualified (or close to) and will have exceptional interpersonal, technical and stakeholder relationship skills.

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced leader to head a team of Wealth Planners in the Southern Region (Dorset/Hampshire/Surrey). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners across the offices. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.