Company: Brevere Group
Location: London
Job Description:
Overview
In this role you will develop and manage relationships with Accountancy and Legal practices across London and the South East to deliver bespoke holistic Financial Planning services. You will drive extensive networking and proactive business development with the support of a Marketing and PR function. Your focus is on growing opportunities, AUM and delivering regulated financial advice through professional introducers. This is a fast-paced, entrepreneurial role within a leading wealth management firm.
Pay / Benefits
- excellent package
- unrivalled bonus scheme based on productivity and AUM growth
Responsibilities
- Build and manage relationships with accountancy and legal practices in London and the South East
- Drive proactive business development and networking to generate new opportunities
- Deliver bespoke holistic Financial Planning services to clients
- Collaborate with Marketing and PR to support growth objectives
- Promote and coordinate regulated financial advice across Retirement, Investment, Estate, and Tax
- Support growth through relationship management and cross-functional collaboration
Key requirements
- Proven business development experience in Wealth Management
- Experience delivering regulated financial advice across Retirement, Investment, Estate and Tax
- Level 4 qualified (ideally)
- Track record of developing opportunities with professional practices and introducers
- Strong networking and relationship management skills
- Proactive
- Entrepreneurial
- Relationship-focused
- Regulated financial advice
- Wealth management
- Holistic financial planning
…
Posted: October 1st, 2026