SonicJobs Logo
Left arrow iconBack to search

Financial Advisor/IFA

Brevere Group
Posted 10 days ago, valid for 7 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£24,000 - £28,800 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position is for a proactive and professional Financial Planner at an award-winning Wealth Management firm.
  • Candidates should have achieved Chartered Status or be close to it, with a broad technical knowledge across all areas of Financial Planning.
  • The role requires managing existing clients and attracting new business, particularly from High Net Worth Clients.
  • The firm offers a competitive salary along with full support in technical, administrative, and business development areas.
  • Applicants should have experience in networking and business development, with a strong emphasis on building lasting professional relationships.

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

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.