Independent Financial Advisor – Wealth Management

About the role

We are seeking an experienced Independent Financial Advisor to join Brevere Group in London. You will manage a portfolio of high‑net‑worth clients, delivering holistic advice across retirement, investment, tax and protection planning.

Key responsibilities

• Develop and maintain strong relationships with HNW clients, understanding their financial goals.
• Provide tailored, independent advice covering retirement, investment, tax and protection strategies.
• Utilise the firm’s in‑house discretionary management services to implement solutions.
• Collaborate with administrative, technical and compliance teams to ensure seamless service delivery.
• Continuously monitor client portfolios and adjust recommendations as needed.

Required profile

• Proven track record as an Independent Financial Advisor serving high‑net‑worth clients.
• Qualified to Level 4 and progressing towards Chartered status.
• Strong understanding of wealth management, tax, retirement and protection planning.
• Excellent communication and relationship‑building skills.

Required skills

• Independent financial advice
• Wealth management
• Retirement planning
• Investment strategy
• Tax planning
• Protection planning

What we offer

• Full administrative, technical and compliance support.
• Access to discretionary management services.
• Competitive salary (£100k‑£130k) with performance‑linked incentives.
• Opportunity to work within a forward‑thinking, supportive firm.