Senior Financial Planner – Wealth Growth & Networking

Brevere Group; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Wealth Management firm in the City of London is seeking an energetic Financial Planner to build and develop a portfolio of clients. You will manage referrals and establish client connections, supported by technical and business development resources. The ideal candidate should be close to achieving Chartered Status and have strong networking skills. This is an exciting opportunity for proactive wealth managers with a commitment to professional development.

Qualifications

• Chartered Status achieved or close to achieving.
• Demonstrated broad technical knowledge across Financial Planning.
• Ability to build and maintain professional relationships.

Responsibilities

• Manage internal referrals and establish new client connections.
• Grow the wealth management operation in the area.
• Receive support in technical, administrative, and business development.

Skills

Chartered Status

Networking

Business Development

Financial Planning Knowledge

Job description

A leading Wealth Management firm in the City of London is seeking an energetic Financial Planner to build and develop a portfolio of clients. You will manage referrals and establish client connections, supported by technical and business development resources. The ideal candidate should be close to achieving Chartered Status and have strong networking skills. This is an exciting opportunity for proactive wealth managers with a commitment to professional development.