Chartered Financial Planner – Holistic HNW Wealth

Nigel James Associates Ltd; Newcastle upon Tyne; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Full administration support

Paraplanning support

No cold prospecting

Job summary

Nigel James Associates Ltd in Newcastle is seeking an experienced Financial Planner to join our established wealth management team. You will deliver holistic planning for HNW clients, working alongside Investment Managers and advising on portfolios from £1m to £30m, with full admin support provided so you can focus on high-value advice.

Ideally Chartered, you will thrive in a collaborative, client-centric environment and build long-lasting relationships with colleagues and clients across the

Qualifications

• Proven experience as a Financial Planner delivering holistic advice.
• Experience with high net worth private clients.
• Chartered status or close to becoming Chartered.
• Experience in integrated wealth management environments.
• Professional, polished with market-level exposure.

Responsibilities

• Deliver holistic financial planning to existing HNW clients alongside Investment Managers.
• Attend pitches with Investment Managers and identify opportunities.
• Build strong internal relationships within the investment management team.
• Provide ongoing and one-off advisory work as required.
• Ensure compliance and timely client reviews.

Skills

Financial Planning

HNW Clients

Holistic Advice

Chartered Qualified

Collaboration

Job description

Nigel James Associates Ltd in Newcastle is seeking an experienced Financial Planner to join our established wealth management team. You will deliver holistic planning for HNW clients, working alongside Investment Managers and advising on portfolios from £1m to £30m, with full admin support provided so you can focus on high-value advice.

Ideally Chartered, you will thrive in a collaborative, client-centric environment and build long-lasting relationships with colleagues and clients across the