Chartered Financial Planner

Brevere Group; Cambridgeshire and Peterborough; On-site; GBP 60,000 - 90,000; Full time

Job summary

Brevere Group in the Cambridgeshire area is seeking an experienced Financial Planner to manage an established client portfolio, delivering holistic wealth management and tailored investment strategies to high-net-worth clients.

You will work within a professional practice with dedicated support across administration, compliance and marketing, and you will progress toward Chartered Status while expanding client relationships.

Qualifications

• Manage an established portfolio of clients with strong technical and business acumen.
• Deliver holistic advice to high-net-worth clients.
• Progress toward Chartered Status while staying informed on industry developments.

Responsibilities

• Manage an established portfolio of clients and provide holistic wealth management services.
• Develop investment and financial plans to secure growth and protection for clients.
• Collaborate with specialists to deliver comprehensive solutions and maintain client relationships.

Skills

Holistic wealth management

Client relationship management

Financial planning

Investment knowledge

Regulatory compliance

Education

Chartered status (or pursuing)

Job description

Are you an ambitious Financial Services professional seeking the opportunity to further your career within an award winning firm? Do you want to provide innovative solutions to HNW clients? Are you looking to work with like minded professionals and benefit from an established portfolio of clients? If the answer is yes, we would like to hear from you

Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support?

In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract a positive and proactive Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management.

Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice. You will work closely with other Advisors, benefitting from knowledge and expertise in order to provide suitable solutions for your clients.

Enquiries and applications are invited from Financial Planners who can demonstrate strong technical and business acumen and have the ability to deliver holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships.

This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm.

Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions.