Financial Planner

Nigel James Associates Ltd; Exeter; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established financial planning company in Exeter is seeking an experienced Financial Planner to manage a portfolio of high-net-worth clients. This role focuses on providing exceptional service rather than aggressive client acquisition, allowing you to thrive in a supportive team environment. With a strong reputation and a collaborative culture, this opportunity offers attractive compensation, including a basic salary and performance-based bonuses. If you're passionate about financial planning and looking to make a significant impact, this role is perfect for you.

Qualifications

• Experience as a Financial Planner with HNW clients.
• Strong relationship management and communication skills.

Responsibilities

• Manage an existing portfolio of HNW clients and secure new business.
• Enhance B2B relationships for client referrals.

Skills

Financial Planning

Relationship Management

Client Communication

B2B Relationship Development

Job description

Job Description

Role

Nigel James Associates are proud to be partnered with a highly established and well-regarded privately-owned IFA company with an established presence in the Exeter area. Due to their continued demand in business, our client is seeking an experienced Financial Planner to join them to take over an existing portfolio of HNW clients, as well as take on new clients that are referred through to the company. This particular IFA business has some fantastic relationships in place with a number of professional introducers who readily provide them with referrals throughout the year. They provide advice to HNW clients with their average client investment typically ranging between £250-750k. Our client has a robust back-office support function to free up your time to just focus on advising.

Requirements

1. To be considered for the role you must be an experienced Financial Planner used to working with HNW clients and providing strong ongoing relationship management services.
2. You will be credible in front of new clients and be able to secure new business.
3. You must also be able to communicate effectively with other professional practices to enhance the B2B relationships our client has in place to refer clients.
4. This company has a strong team ethos and the person joining would need to embrace this.
5. This particular role would be more focused on providing quality service to clients of the business rather than a hunter-focused role with new clients naturally being referred through to you with organic growth.

Why join?

This is a stand-out opportunity to join a local and highly established financial planning company with a brilliant reputation. You will work as part of an established team with a fantastic, inclusive culture. Our clients will provide an attractive basic salary to the person joining as well as bonuses based on a validation model. The majority of the validation will be covered by the clients they give you and the ongoing revenue this produces. You will then receive a high percentage on all revenue after validation.

What next?

If you have the relevant skills and experience and are interested in finding out more about this niche and highly desirable opportunity, then please either apply or feel free to get in touch!