Experienced Financial Planner

Salary: £35,000 - £40,000 Location: Chobham, Surrey

The Company:

Bray Wealth Management (BWM) is a highly respected financial planning firm trusted by a large portfolio of long-standing clients to provide the guidance and financial planning they value.

BWM was established over 35 years ago and is a leading-edge practice within The Openwork Partnership with an excellent reputation in our profession and in the local community where we sponsor sporting clubs and charitable events.

Increasing opportunities and demand for our advice and services means we are looking for an experienced wealth adviser to join our busy, friendly team in a full-time, employed, advisory role

The Role:

We are looking for someone with wealth advisory experience and who is ambitious to grow their career as part of a team dealing with affluent and high net worth clients. The successful candidate will work alongside a very experienced Chartered Financial Planner and other Planners within the business. They will demonstrate an ability to grow a client bank through networking and referrals.

Daily Duties: 

Providing advice to new and existing clients, Fact finds and research, Liaising with private clients and providing advice, Checking files and preparing for client meetings.

Essential Requirements:

Relevant qualifications through the CII.
Level 4 Qualified

Very good understanding of tax wrappers such as pensions, investments, and Insurance.
Experienced in researching and analysing client scenarios and options, report writing, cashflow modelling.

Desired Requirements:

Previous working knowledge of the Voyant Cashflow system.

Working towards Chartered Status. 
3 years paraplanning experience. Benefits, Team player.

If you are interested in hearing more about this position, then please send a brief covering letter along with your CV to Katie Maslowski. Please note no agents at this time. Thank you.

FAO - Katie Maslowski

Bray Wealth Management
63-65 High Street
GU24 8AF