Financial Planner

Brevere Group
Bestwood Village
09 Feb 2018
16 Feb 2018
Contract Type
Full Time

Are you an ambitious and successful IFA seeking the opportunity to develop your business and performance within a forward thinking Practice? Are you looking for a professional support structure with will enhance the service that you can provide to clients?

Our client, a successful Wealth Management firm is looking to attract a skilled Advisor who has proven track record in delivering holistic financial planning services. Working closely with other Financial Planners and benefitting from plentiful lead sources, you will provide guidance and advice to preserve and enhance the wealth of your clients. You will have experience of building and developing a client portfolio and forging lasting relationships with clients and professional introducers.

You will receive full Administration and Paraplanning support as well as access to Business Introducers to maximise your production potential. The Practice focuses on HNW clients with investable assets in excess of £500,000 as well as managing a small number of corporate arrangements for successful SME clients.

You will have experience and expertise in these areas and be Diploma qualified, with progress toward Chartered Status an advantage. In return, you can expect a package which will reward your skills and contribution to the business. This is an excellent opportunity for a successful individual who is looking for an environment where professionalism and success are rewarded and with a view to building a profitable long term business model.

IFA, Independent Financial Advice, Wealth Management, Financial Planning, Pensions, Investments

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