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Financial Planner

Employer
Brevere Group
Location
UK
Salary
Competitive
Closing date
1 Jun 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Are you a driven and enthusiastic IFA / Financial Adviser looking to make that next step in your financial planning career? Are you looking to join a firm with a fee based model that genuinely puts client needs first?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive level 4 qualified financial planning professional to step up into an IFA role and take their career to the next level.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience in an advisory role ideally be working towards chartered status, be confident in front of high-net-worth clients and have a good understanding of tax planning.

Duties for this role will include:
  • You will be provided with an existing client-bank to service while being proactive in identifying new opportunities through referrals, existing contacts, networking and through following an holistic advice approach.
  • Developing relationships with professional introducers to produce HNW clients
  • You will make your clients feel confident and excited to join a flexible, client centric organisation with their long-term needs and requirements at the centre everything
  • Working closely with the paraplanners and support team

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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