Senior Financial Planner
4 weeks ago
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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