SonicJobs Logo
Left arrow iconBack to search

Wealth Management Consultant

Brevere Group
Posted 13 hours ago, valid for a month
Location

London, Greater London EC2V 7WS, England

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

info
  • An award-winning firm of Independent Financial Planners is seeking a Senior Financial Planning Professional to enhance their London operation.
  • Candidates should have extensive advisory, business development, and technical skills, along with Chartered Status.
  • The role requires a client-focused advisor who is committed to delivering positive outcomes and has experience in business origination and advisory duties.
  • This position aims to develop the next generation of Senior Leadership within the company, emphasizing future growth and development strategies.
  • The successful applicant can expect substantial rewards, with a requirement of significant experience in the field and a competitive salary.

Due to continued growth and success in delivering holistic Wealth Management solutions to HNW clients, this award winning firm of Independent Financial Planners is seeking to appoint a Senior Financial Planning Professional to play a major role in the continued development of the London operation.

Applications are invited from proactive and entrepreneurial Financial Planning professionals who can demonstrate extensive advisory, business development and technical skills. You will have achieved Chartered Status and be able to provide technical and professional guidance to the members of the Financial Planning team. You will also be an accomplished Advisor with client focused ethos, committed to delivering positive outcomes.

Your role will be to combine business origination and advisory duties. This multifaceted role will incorporate delivering advice to clients as well as planning and implementing strategies to growth the business revenue.

This appointment is designed to create the next generation of Senior Leadership within the business so applicants must be able to demonstrate the energy and insight to deliver on future growth and development strategies.

This is an excellent role which offers substantial rewards for the successful applicant.

Financial Planning, Financial Advice, Wealth Management, IFA, Manager

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

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.