At a Glance
- Tasks: Manage and develop client portfolios, providing tailored wealth management solutions.
- Company: Secure and professional financial services firm with dedicated support.
- Benefits: Maximise earnings with a proven business model and comprehensive support.
- Other info: Opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial growth.
- Qualifications: Chartered Financial Planner with experience in managing HNW clients.
The predicted salary is between 63000 - 77000 £ per year.
Are you a natural hunter and business development specialist with the desire to maximise your earnings whilst delivering the best outcomes for your clients?
If the answer is yes, we would like to hear from you.
In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management.
Your role will be to manage and develop your portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security.
Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in building and developing a portfolio of HNW clients.
You will have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments.
You will be a skilled client manager and be able to develop and maintain internal and external relationships.
This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm.
You will be able to develop your existing portfolio and benefit from a proven business model and increase your performance and income.
So if you are a successful IFA with a proven record of providing innovative solutions to HNW clients and you are looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support, this role will be of interest.
Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions.
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Senior Wealth Manager in London employer: Brevere Group
Join a leading IFA practice that prides itself on delivering exceptional Wealth Management services in a professional and client-focused environment. As an Administration & Operations Manager, you will benefit from a supportive work culture that encourages personal growth and development, while playing a pivotal role in enhancing our service offerings for high-net-worth clients. With a commitment to excellence and a proactive approach, this is an opportunity to thrive in a dynamic team dedicated to providing first-class service.
