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Wealth Management Professional
2 months ago
Join a dynamic and forward-thinking financial planning firm, Brevere Group, as a Wealth Manager.
Brevere Group is seeking an experienced Financial Adviser with a strong track record of providing fee-based advice to High Net Worth (HNW) clients in the UK.
The successful candidate will have in-depth knowledge and understanding of the financial planning process, hold a level 4 Financial Advice qualification, and current valid Statement of Professional Standing.
Key responsibilities will include:
- Conducting comprehensive reviews of clients' financial circumstances and future goals, both in-person and remotely
- Developing and explaining tailored recommendations or strategies to clients on optimizing their financial resources or achieving their objectives
Brevere Group is committed to delivering exceptional client service and fostering a collaborative work environment. In return, you will receive a competitive basic package and opportunities for professional growth and development.
By applying for this role, you acknowledge that Brevere Group will hold and process your details in accordance with our Privacy Policy, which can be found on our website.
