Financial Planner

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

Job summary

A leading professional practice in Essex is seeking an experienced Financial Planner. This role involves building client relationships, providing tailored financial solutions, and delivering high standards of care. Candidates should have a Level 4 Diploma in Financial Planning and strong communication skills.

Qualifications

• Experience working with accountants is an advantage.
• Holistic knowledge across protection, pension, and investment planning.

Responsibilities

• Liaising with potential clients and developing new business relationships.
• Delivering high standards of client care throughout the advisory process.
• Traveling to appointments and covering regional offices.

Skills

Client Relationship Management

Communication

Tax Planning

Education

Level 4 Diploma in Financial Planning

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nigel James Associates Ltd

Nigel James Associates is working with a leading professional practice with a wealth management arm who are seeking an experienced Financial Planner to cover Essex 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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting and Strategy/Planning

Referrals increase your chances of interviewing at Nigel James Associates Ltd by 2x

Sign in to set job alerts for “Financial Planner” roles.

Chartered Financial Planner (Essex Area)

Colchester, England, United Kingdom 3 weeks ago

Colchester, England, United Kingdom 1 week ago

Chelmsford, England, United Kingdom 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.