Financial Planner

4 weeks ago

Nottingham, Nottingham, United Kingdom Brevere Group Full time
Financial Planner Opportunity

We are seeking a highly skilled and experienced Financial Planner to join our team at Brevere Group. As a Financial Planner, you will be responsible for managing existing clients and attracting new business to our wealth management operation.

Key Responsibilities:

  • Establish a presence in the local market by offering bespoke solutions to High Net Worth Clients
  • Grow the wealth management operation in the area through external introducers and internal connections
  • Work closely with colleagues to build lasting and fruitful relationships
  • Provide technical, administrative, paraplanning, compliance, and business development support to ensure success in the role

Requirements:

  • Chartered Status (or close to) with broad technical knowledge across all areas of Financial Planning
  • Accomplished networker and business developer with the ability to work closely with colleagues
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Full technical, administrative, paraplanning, compliance, and business development support
  • Access to a broad range of clients and connections to enable you to build your portfolio
  • Opportunity to work with a well-respected and innovative firm committed to professional development

About Us:

Brevere Group is a forward-thinking firm dedicated to providing exceptional wealth management services to our clients. We are committed to professional development and offer a supportive and collaborative work environment.

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application, including your CV and a cover letter, to us. We look forward to hearing from you.

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