Senior IFA - Wealth Management

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

Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients.

You will manage internal referrals as well as establishing new client connections. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area.

You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio.

The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships

So if you are a proactive and professional Wealth Manager seeking a new and exciting opportunity, are you self motivated and able to deal with a wide range of introducers and professional connections and want to work for a well respected and innovative firm committed to professional development, we would like to hear from you.

This is an excellent opportunity to join a forward thinki...