Home
London
Financial planner
Chartered Financial Planner - Private Clients

Chartered Financial Planner - Private Clients

Brevere Group

Posted 12 hours ago, valid for a month

London, Greater London EC1R 0WX

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

The position is for an Independent Financial Advisor/Chartered Financial Planner with a focus on delivering holistic Financial Planning solutions to High Net Worth (HNW) clients.
The role is based in Central London and involves providing a full range of financial planning advice while supporting the growth of the client portfolio.
Candidates should have a minimum of several years of experience in an independent environment and must have achieved Chartered Status.
The successful applicant will receive comprehensive support in administrative, technical, and marketing areas to enhance client service delivery.
This opportunity offers a competitive salary, reflecting the candidate's experience and expertise in Wealth Management.

Are you an accomplished Independent Financial Advisor/Chartered Financial Planner with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? If the answer to these questions is yes, we would like to speak to you.

Our client is an innovative and expanding Wealth Management firm who are seeking to enhance their offering to HNW Clients. Based in Central London, they focus on delivering Wealth Management services to sophisticated Clients covering the full spectrum of Financial Planning tools. Your role will be to play a major part in this growth and provide ideas and guidance on the future direction of the business including marketing and business development initiatives as well as mentoring other members of staff including Advisors. You will benefit from full administrative, technical, Paraplanning, marketing and compliance support to enable you to deliver first class advice and service to Clients.

You will be tasked with providing a full range of financial planning advice and further developing the size of the portfolio. In addition you will be able to utilise the wide ranging Investment Management model which offers solutions to a wide range of client requirements.

The successful applicant will be a skilled and entrepreneurial IFA who has a proven track record in holistic Financial Planning gained within an independent environment. You will have achieved Chartered Status and be able to demonstrate in depth technical skills covering Retirement, Investment, Estate and Tax Planning.

This is an excellent opportunity to join an ambitious firm where you can help mould the business for future success.

Wealth Management, Wealth Manager, IFA, Private Bank, Pensions, Investments, Estate Planning, IHT

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