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Chartered Financial Planner

Chartered Financial Planner

Brevere Group

Posted a day ago, valid for 20 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

The position is for an experienced Independent Financial Advisor (IFA) with a successful track record in providing innovative solutions to high-net-worth (HNW) clients.
Candidates should have achieved Chartered Status and possess broad technical knowledge of the financial services industry.
The role involves managing and developing a client portfolio while offering holistic wealth management services to ensure financial growth and security.
Successful applicants will benefit from extensive administrative, technical, and marketing support within a professional environment.
The salary for this role is competitive, and candidates should have a proven history of building and developing HNW client portfolios, ideally with several years of relevant experience.

Are you a successful IFA 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 is looking to attract accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage and develop your portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security.

Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in building and developing a portfolio of HNW clients. You will 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. You will be able to develop your existing portfolio and benefit from a proven business model and increase your performance and income.

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

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