Financial Advisor/IFA

Brevere Group

Posted 15 hours ago, valid for 24 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

Our client is seeking accomplished Financial Planners with a proven track record in managing HNW client portfolios.
Candidates should have achieved Chartered Status and possess broad technical knowledge of the financial services industry.
The role involves providing holistic wealth management services and developing tailored solutions for clients.
This position offers a professional environment with dedicated support in administration, compliance, and investment management.
The salary is competitive, and applicants should have at least 5 years of experience in financial planning.

Are you a natural hunter and business development specialist with the desire to maximise your earnings whilst delivering the best outcomes for your clients? If the answer is yes, we would like to hear from you.

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.

So if you are a successful IFA with a proven record of providing innovative solutions to HNW clients and you are looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support, this role will be of interest.

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

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