Senior IFA - Wealth Management

Brevere Group; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

An award-winning Wealth Management firm seeks a proactive Financial Planner to build and develop a robust portfolio. You will manage internal referrals, establish new client connections, and receive comprehensive support to thrive in this role. This is a unique opportunity for driven individuals seeking professional development in a respected firm.

Qualifications

• Strong technical knowledge across all areas of Financial Planning.
• Experience in wealth management and regulatory compliance is essential.
• Proactive and professional approach to client relations.

Responsibilities

• Manage internal referrals and establish new client connections.
• Grow the wealth management operation in the area.
• Work closely with colleagues to build lasting relationships.

Skills

Networking

Business Development

Client Management

Financial Planning Knowledge

Education

Chartered Status (or close to)

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 thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewarded

Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning

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