1. “Winner of Best Small Recruiter award 2007”
Visit our website at
www.bwd-search.co.uk
Private Bankers x 3 - North West Corporate IFA - Leeds
Basic to £100,000 plus market leading benefits package and bonus To £60,000 plus car allowance, bonus and benefits
A fantastic opportunity exists within this leading Private Bank due to expansion within their A leading financial services organisation is seeking a Corporate IFA. The successful candidate
HNW and UHNW team in the North West. You will be tasked with developing a book of will inherit a healthy client bank which you will be expected to manage, retain and proactively
business and providing bespoke investment and wealth structuring solutions to private develop. The role will involve advising on corporate pensions, SIPPs, SSASs, EPPs, Group Risk.
clients. IMC is required as a minimum although Financial Planners at Diploma level will A pensions specialist would be suited to this role and G60/AF3 is highly desirable along with the
be considered. The opportunity with this hugely respected and prestigious firm combines Diploma qualification. Business is developed from referrals from the existing client bank and
a bespoke client centric proposition with the UK’s most affluent individuals, resulting in other arms of the business along with your own contacts and networking. Excellent support
unlimited earnings potential. in terms of administration, marketing and a key brand name make this an exciting opportunity.
Please contact James at: james.rhodes@bwd-search.co.uk or on 0113 274 3000 Please contact Zoe at: zoe@bwd-search.co.uk or on 0113 274 3000
IFA Practice Buyout - Midlands IFA x 4 - Top Tier Accountancy Practice - Berkshire and Wiltshire
Industry Leading Valuations Basic to £65,000 plus benefits and generous bonuses
Our client, a West Midlands based Wealth Management firm with significant financial The Financial Planning division of a top tier Accountancy practice, is currently looking to
resources is seeking to speak to IFAs who are considering exit planning. They offer an appoint new IFAs in both their Berkshire and Wiltshire offices. The opportunities offer access
Immediate Exit for IFAs considering retirement, involving a sensitive and simple handover to quality clients within a highly professional environment and, unusually for this type of role,
of client bank for a highly competitive valuation. Secondly a Tailored option is offered for a very generous quarterly bonus structure that is directly linked to personal fee production.
IFAs who seek a return on their business but are concerned about RDR requirements such Candidates must be experienced IFAs with a strong track record and have excellent relationship
as capital adequacy, administration and technical burdens and would like to carry on building skills and a pro-active attitude. Prior experience of working within or alongside
working under their own brand. professional practices would be advantageous.
Please contact Neil at: neil.horbury@bwd-search.co.uk or on 0113 274 3000 Please contact James at: james.woods@bwd-search.co.uk or on 01727 884 662
Financial Planner - Glasgow, Edinburgh, Aberdeen Regional Sales Manager (Structured Products) - London
Basic to £100,000 plus benefits and bonus Up to £45,000 basic plus OTB and benefits
My client, a top private bank, is looking for financial planners who will provide holistic fee based A unique opportunity has arisen to join a highly successful boutique asset management firm.
advice to HNW individuals and be tasked with developing professional connections as well as Established back in 2006 our client has experienced rapid growth over the last few years, despite
client relationships. You must have a proven record of success working in a similar environment economic conditions. They now require a top sales individual to take on a ‘hybrid’ role involving
and be minimum Diploma qualified, preferably chartered. You must also demonstrate that you both Client Relationship Management and Sales Management. The ideal candidate will be a
are a highly motivated and professional individual with the ability to maintain and develop client bright, driven, hardworking individual that strives to be the best within the structured product
relationships to the highest standard. This is an excellent opportunity to join a forward thinking arena. You must have experience within the Asset Management arena (ideally structured products)
company who is looking to grow its already strong Private Client offering. and be within reasonable commuting distance of London. Industry Qualifications Essential.
Please contact Charlotte at: charlotte@bwd-search.co.uk or on 0113 274 3000 Please contact Adam at: adam@bwd-search.co.uk or on 0113 274 3000
Unit 3, Woodside Mews, Clayton Wood Close Leeds, LS16 6QE Suite 4, Ground Floor, Breakspear Park, Hemel Hempstead, HP2 4TZ
Telephone: 0113 274 3000 Fax: 0113 274 3031 Telephone: 01727 884 662 Fax: 0113 274 3031