Wealth Management Consultant

Posted 3 September by Brevere Group

Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.

Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.

Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status.

This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential.

Independent Financial Advisor, IFA, Wealth Management, Financial Planning

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Required skills

  • Financial Services
  • Wealth Management
  • Independent Financial Advice
  • Retirement Planning
  • Wealth Management Services

Application questions

Do you provide Financial Advice to Private Clients?
Do you have experience of Pensions, Investments and IHT Planning?
Do you work for an IFA?
Are you a Chartered Financial Planner?

Reference: 43472273

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