Senior Wealth Planner for High Net Worth Clients

Brevere Group; England; On-site; GBP 45,000 - 75,000; Full time

Job summary

Brevere Group, a leading Financial Services firm in the region, is seeking an experienced Financial Planner to manage an established portfolio of high-net-worth clients and provide holistic wealth management advice.

You will work within a professional practice with dedicated support and opportunities to progress toward Chartered Status, delivering tailored investment, pensions and protection solutions while maintaining strong client relationships.

Qualifications

• Experience as a Financial Planner managing HNW clients.
• Deliver holistic wealth management and investment advice.
• Develop and maintain strong client relationships.

Responsibilities

• Manage an established portfolio of clients.
• Provide holistic wealth management solutions.
• Develop investment and pension strategies for clients.

Skills

Financial planning

Client management

Wealth management

Industry knowledge

Education

Chartered Status progression

Job description

Brevere Group, a leading Financial Services firm in the region, is seeking an experienced Financial Planner to manage an established portfolio of high-net-worth clients and provide holistic wealth management advice.

You will work within a professional practice with dedicated support and opportunities to progress toward Chartered Status, delivering tailored investment, pensions and protection solutions while maintaining strong client relationships.