Senior Financial Planner

4 weeks ago


London, Greater London, United Kingdom Brevere Group Full time

Job Overview

We are seeking a highly skilled and experienced Financial Planner to join our team at Brevere Group. As a Financial Planner, you will play a key role in building and developing a portfolio of clients, managing internal referrals, and establishing new client connections.

The successful applicant will be an energetic and driven individual with a strong background in financial planning and a proven track record of success. You will have achieved Chartered Status and be able to demonstrate broad technical knowledge across all areas of Financial Planning.

Key Responsibilities

  • Build and develop a portfolio of clients through internal referrals and new client connections
  • Establish connections with external introducers and grow the wealth management operation in the area
  • Provide financial planning advice and guidance to clients
  • Work closely with colleagues to build lasting and fruitful relationships

Requirements

  • Chartered Status or close to achieving
  • Strong technical knowledge across all areas of Financial Planning
  • Excellent communication and interpersonal skills
  • Able to work in a fast-paced environment and meet deadlines


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