Independent Financial Advisor - Guildford, United Kingdom - Brevere Group

Brevere Group
Brevere Group
Verified Company
Guildford, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative anddevelopment support?


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.

You will also benefit from an established arrangement with a professional practicewho introduce further clients who require specialist advice.


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 yourperformance and income.

Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions.

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