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Wealth Management Consultant

Brevere Group
Posted 15 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 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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  • Our client, an award-winning Wealth Management firm, is looking for a new Financial Planner to build and develop a client portfolio.
  • The successful candidate will manage internal referrals, establish new client connections, and grow the wealth management operation in the area.
  • Applicants should have achieved Chartered Status or be close to it, with broad technical knowledge across all areas of Financial Planning.
  • The position offers comprehensive support in technical, administrative, and business development aspects to ensure success in the role.
  • The salary for this position is competitive, and candidates should have a minimum of 3 years of relevant experience.

Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients.

You will manage internal referrals as well as establishing new client connections. 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

So if you are a proactive and professional Wealth Manager seeking a new and exciting opportunity, are you self motivated and able to deal with a wide range of introducers and professional connections and want to work for a well respected and innovative firm committed to professional development, we would like to hear from you.

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

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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.