Financial Planner

Nigel James Associates Ltd; England; On-site; GBP 45,000 - 65,000; Full time

Job summary

Join a leading professional practice as a Financial Planner, where you'll leverage your expertise to build long-term client relationships and provide tailored financial solutions. This exciting role offers the opportunity to work within a dynamic team known for its excellence in client care and innovative financial strategies. You'll be supported in your professional growth while contributing to a culture that values top talent in the wealth management sector. If you're passionate about financial planning and eager to make a significant impact, this is the perfect opportunity for you.

Qualifications

• Qualified Level 4 Diploma in Financial Planning, ideally working towards Chartered.
• Experience in building long-term client relationships and tax planning.
• Used to building long term client relationships.
• Competent in and able to communicate confidently with Partners and other areas of the business.
• Good knowledge of tax planning strategies within both personal and company investments.
• Holistic knowledge across protection, pension, and investment planning.

Responsibilities

• Liaising with clients and developing new business relationships.
• Constructing solutions based on best advice principles.
• Delivering excellent high standards of client care by demonstrating sound competence in all stages of the advisory process.

Skills

Client Relationship Management

Financial Planning

Tax Planning Strategies

Communication Skills

Protection planning

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner (working towards)

Job description

Nigel James Associates is working with a leading professional practice with a wealth management arm who are seeking an experienced Financial Planner to cover Northamptonshire and the surrounding areas.

Key Responsibilities:

• Liaising with potential clients via internal referrals and developing appropriate new business relationships.
• Constructing appropriate solutions to the principles of best advice and implement solutions as agreed with clients.
• Delivering excellent high standards of client care by demonstrating sound competence in all stages of the advisory process.

As part of the role, you may be asked to travel to appointments and cover other regional offices, so a driving licence and car are required.

Requirements:

• Qualified Level 4 Diploma in Financial Planning, working towards Chartered ideal.
• Experience working with accountants is an advantage.
• Used to building long term client relationships.
• Competent in and able to communicate confidently with Partners and other areas of the business.
• Good knowledge of tax planning strategies within both personal and company investments.
• Holistic knowledge across protection, pension, and investment planning.

This is an exciting opportunity to join a leading, growing and regional professional practice who are one of the market leaders within the industry with a great culture, employing some of the top professionals within the space.

Full support is provided in relation to paraplanning & administration.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting and Strategy/Planning