Financial Planner - Private Clients

Posted 24 June by Brevere Group
£65,000 - £85,000 per annum
City of London , London
Permanent, full-time
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Posted by Brevere Group

Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative firm committed to professional development? If the answer to these questions is yes, we would like to hear from you.

As part of their strategic business plan, this award winning Wealth Management firm is seeking to appoint a new Financial Planner to manage existing clients as well as attracting new business. Working with internal introducers, you will establish a presence in the local market by offering bespoke solutions to High Net Worth Clients. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area.

You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio.

The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships

This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewarded

Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning

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Required skills

  • Financial Planning
  • Holistic Financial Planning
  • Pensions
  • Wealth Management
  • Independent Financial Advice

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/Wealth Management firm?
Do you have experience of Cashflow modelling?
Have you achieved Chartered Status?

Reference: 52941175

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