Chartered Financial Planner – HNW Wealth Specialist

Brevere Group; England; On-site; GBP 45,000 - 65,000; Full time

Job summary

Brevere Group is seeking a Financial Planner to advise high net worth clients within an established IFA framework. You will manage an existing portfolio, provide holistic wealth management, and work with colleagues to deliver tailored investment and retirement solutions.

Candidates should be progressing toward or have Chartered Status, with strong technical knowledge and relationship-building skills to serve HNW clients.

Responsibilities

• Manage an established portfolio of clients, providing holistic wealth management services.
• Develop solutions to ensure financial growth and security for clients.

Job description

Brevere Group is seeking a Financial Planner to advise high net worth clients within an established IFA framework. You will manage an existing portfolio, provide holistic wealth management, and work with colleagues to deliver tailored investment and retirement solutions.

Candidates should be progressing toward or have Chartered Status, with strong technical knowledge and relationship-building skills to serve HNW clients.