Chartered Wealth Planner for HNW Clients

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

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.