This document summarizes several financial planning and adviser roles available through BWD Search. Roles include senior financial planners for private banks and investment management firms in locations throughout the UK, earning salaries up to £100,000. Other roles include a senior paraplanner in Edinburgh, employee benefits advisers in London and southern England, and WRAP platform consultants and managers nationwide. Candidates for the roles should have relevant qualifications and experience. Interested individuals should contact the named representatives at BWD Search for more information.

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www.bwd-search.co.uk
Senior Financial Planners - Private Bank - Various Locations Senior Paraplanner - Edinburgh
Basic £70,000 - £100,000 plus exceptional benefits and bonuses Basic up to £35,000 plus full benefits
BWD has been retained by a leading Private Bank to help with the expansion of their A unique opportunity exists within a regional fee-based Wealth management firm who are
HNW and UHNW Financial Planning teams in London, Bournemouth, Ipswich, Birmingham looking for a qualified Senior Paraplanner. You will provide sales support to the Financial
and Liverpool. Candidates must be at least Diploma status and have experience of advising Advisors in the regional offices and oversee the existing paraplanning and administrative staff.
wealthy individuals on complex areas of financial planning. The role offers limitless access There is an opportunity to develop within the business and progress to the role of Financial
to very high quality clients and an excellent package within a hugely respected and Advisor. You will be highly experienced in providing sales support to IFAs, and preferably
prestigious firm. have knowledge of Truth Software. You will be Diploma qualified.
Please contact James at: james.woods@bwd-search.co.uk or on 01727 884 662 Please contact Charlotte at: charlotte@bwd-search.co.uk or on 0113 274 3000
Senior Financial Planner - Investment Management Firm, London Employee Benefit Adviser - London, South West and South East
Basic salary up to £75,000 plus benefits and bonuses To £90,000 plus car, 20% pension, PMI, life and excellent bonus potential
An excellent opportunity has arisen for an experienced Financial Planner within a leading A leading global financial services organisation is seeking to develop its Corporate division with
Investment Management firm in London. They specialize in providing Investment Management the addition of consultants to focus on bespoke solutions to corporate clients who will typically
and Financial Planning services to HNW clients and are looking to expand their team with a be FTSE 100, FTSE 250 and entrepreneurs. Corporate clients will be developed internally by
high quality adviser. This is a fantastic prospect for a knowledgeable financial planner to join a developing relationships with other key areas of the organisation and external introducers.
high class, new model firm with no prerequisite to draft across any existing client bank of your Clients will be provided and the approach is to be advice lead as opposed to product bias.
own. The ideal candidate will be at least working towards Chartered status and have experience Diploma level qualification is expected as a minimum, plus strong pensions knowledge,
in providing high calibre financial planning solutions to HNW clients. a proactive approach, sales strategy, high revenue generation and be new business orientated.
Please contact Danielle at: danielle@bwd-search.co.uk or on 01727 884 662 Please contact Zoe at: zoe@bwd-search.co.uk or on 0113 274 3000
WRAP Platform Consultants / Managers required - Nationwide Director Level Private Banker - Liverpool
Basics from £45,000 to £55,000 plus car, KPI bonus and benefits Competitive basic salary with market leading benefits package and bonus
Our client is a leading life office who are looking for several WRAP Platform Consultants/ This is a KEY APPOINTMENT within this market leading global wealth management firm who
Managers throughout the UK to join the business during a large period of growth prior to their are looking to further develop their presence within the Liverpool market. The role will see
planned entry into the WRAP market. WRAP Platform Consultants can expect to work alongside you develop a book of business and provide bespoke investment and wealth structuring
existing Sales Consultants, training them on the technology, while also servicing IFAs that have solutions to HNW/ UHNW private clients. The appropriate SII investment qualifications are
agreed top use the company’s platform. WRAP Platform Managers will be responsible for
managing the WRAP Platform Consultants remotely. To be considered for these roles candidates required as well as a demonstrable ability to develop professional markets. For the right
must have experience within a similar role and be able to demonstrate a stable career history. person the initial and ongoing rewards will be very competitive.
Please contact Katie at: katie.brownlow@bwd-search.co.uk or on 0113 274 3000 Please contact James at: james.rhodes@bwd-search.co.uk or on 07971 146 844
Ground Floor, Mayesbrook House, Lawnswood Business Park, Redvers Close, Suite 4, Ground Floor, Breakspear Park, Hemel Hempstead, HP2 4TZ
Leeds LS16 6QY Telephone: 0113 274 3000 Fax: 0113 274 3031 Telephone: 01727 884 662 Fax: 0113 274 3031