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Financial Advisor - HNW Clients

Brevere Group
Posted 22 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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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

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  • An innovative firm of Financial Advisors is seeking a skilled individual to manage and develop a portfolio of HNW clients.
  • The role involves providing holistic advice and tailored solutions in retirement, investment, tax, and protection planning.
  • Candidates should have a proven track record in independent advice to HNW clients and be qualified to Level 4, progressing toward Chartered Status.
  • The position offers full administrative, technical, and compliance support, along with in-house discretionary management services.
  • Salary details are competitive, and the firm emphasizes maximizing income potential while delivering exceptional client service.

Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.

Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.

Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status.

This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential.

Independent Financial Advisor, IFA, Wealth Management, Financial Planning

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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.