Chartered Financial Planner

4 weeks ago

London, United Kingdom Brevere Group Full time

Are you an accomplished Independent Financial Advisor with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a companythat can offer you an extensive client portfolio? If the answer to these questions is yes, we would like to speak to you.

Our client is an innovative and expanding Wealth Management firm who are seeking to enhance their offering to HNW Clients. Based in Central London, they focus on delivering Wealth Management services to sophisticated Clients covering the full spectrum ofFinancial Planning tools. Your role will be to play a major part in this growth and provide ideas and guidance on the future direction of the business including marketing and business development initiatives as well as mentoring other members of staff includingAdvisors. You will benefit from full administrative, technical, Paraplanning, marketing and compliance support to enable you to deliver first class advice and service to Clients.

To facilitate your success, you will take over the management of a large portfolio of active clients and you will be tasked with providing a full range of financial planning advice and further developing the size of the portfolio. In addition you will beable to utilise the wide ranging Investment Management model which offers solutions to a wide range of client requirements.

The successful applicant will be a skilled and entrepreneurial IFA who has a proven track record in holistic Financial Planning gained within an independent environment. You will have achieved Chartered Status and be able to demonstrate in depth technicalskills covering Retirement, Investment, Estate and Tax Planning.

This is an excellent opportunity to join an ambitious firm where you can help mould the business for future success.

Wealth Management, Wealth Manager, IFA, Private Bank, Pensions, Investments, Estate Planning, IHT

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