Financial Planner

Company: BWD Search & Selection
Apply for the Financial Planner
Location: Southampton
Job Description:

An exceptional opportunity for Financial Planners to join a highly regarded global wealth management business, via an exciting, rapidly growing planning-led proposition.

This is a fantastic move for an adviser who enjoys client-facing advice and wants the backing of a major brand, strong infrastructure, and genuine career progression.

You will step into a role where client meetings are booked into your diary, with advice supported by modern technology and a dedicated servicing infrastructure.

The opportunity offers the chance to be part of a business investing heavily in growth, with significant expansion plans and a clear long-term vision for the proposition.

Package highlights:

  • Up to £75,000 basic salary + a strong benefits package
  • Discretionary bonus
  • Hybrid working
  • Southampton, Guildford & Bournemouth offices

Ideal for advisers with:

  • 1-5 years experience (CAS)
  • Financial planning / wealth advice experience

A brilliant opportunity for advisers looking to accelerate their career within a high-profile wealth business, with warm client flow, strong infrastructure, and long-term progression.

Get in touch for more information:

jasira.hoosen@bwd-search.com

Posted: July 5th, 2026