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Wealth Manager

Brevere Group
Posted 14 hours ago, valid for a month
Location

London, Greater London EC2V7NQ, England

Salary

£45,000 - £54,000 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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  • The position is for a proactive and professional Wealth Manager at an award-winning firm focused on growth and client portfolio development.
  • Candidates should have achieved Chartered Status or be close to it, along with broad technical knowledge in Financial Planning.
  • The role involves managing internal referrals, establishing new client connections, and networking with external introducers.
  • Successful applicants will receive comprehensive support in technical, administrative, and business development areas to help them succeed.
  • The salary for this position is competitive, and candidates are expected to have several years of relevant experience in wealth management.

Are you 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? Do you want to work for a well respected and innovative firm committed to professional development? If the answer to these questions is yes, we would like to hear from you.

As part of their strategic business plan, this 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

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.