Financial Planner - Wealth Management

Posted 3 September by Brevere Group

Are you a successful Financial Advisor with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support?

In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract an accomplished and proven Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management.

Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice.

Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in delivering holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships.

This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm.

Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions.

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Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Wealth Management
  • Wealth Management Services

Application questions

Do you provide Financial Advice?
Do you have experience of Pensions, Investments and IHT Planning?
Do you have experience of the IFA market?
Do you have client management experience?
Have you achieved Chartered Status?

Reference: 43472329

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