Financial Planner

Nigel James Associates Ltd; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Paraplanning support

Grow your own book

Hybrid work in London

Job summary

Nigel James Associates Ltd is seeking an experienced Financial Planner in London to take ownership of an existing private client book and deliver holistic financial planning advice across the full spectrum of needs.

You will also build a personal pipeline through professional referrals and internal referrals, working with Investment Managers and BDMs to achieve joined-up client outcomes in a hybrid London-based role.

Qualifications

• Level 4 Diploma in Financial Planning required
• Proven track record advising high-net-worth private clients
• Strong new business instincts and ability to build a referral pipeline
• Experience with discretionary investment management environment is a plus

Responsibilities

• Own and manage an existing private client book with ongoing advice and service
• Develop your own new business pipeline through professional referrals
• Plan and attend client events and convert opportunities into long-term relationships
• Collaborate with Investment Managers and BDMs to deliver integrated client outcomes
• Meet FCA requirements and maintain high standards of suitability and documentation

Skills

Client relationship management

New business development

Holistic financial planning

Regulatory compliance

Communication skills

Education

Level 4 Diploma in Financial Planning

Advanced Diploma or Chartered status desirable

Job description

COMPETITIVE SALARY | DISCRETIONARY BONUS | LONDON | HYBRID

We are working with a well-established, highly regarded integrated wealth management business to recruit an experienced Financial Planner in London for their growing advice team. This is a genuinely exciting role for someone who wants to combine quality client work with real new business opportunity, backed by a strong brand and a well-resourced team.

You will take on responsibility for an existing portfolio of private clients, delivering holistic financial planning advice across the full spectrum of their needs, whilst also actively developing your own pipeline through professional connections and internal referrals from across the business. You will work closely with Investment Managers and BDM's, attending pitches and contributing to a collaborative, client-first culture where financial planning is genuinely valued.

What the role involves:

• Taking ownership of an existing private client book and delivering outstanding ongoing advice and service
• Building your own new business pipeline through professional referral relationships with accountants, solicitors, and corporate advisers
• Running and attending client events and converting opportunities into long-term client relationships
• Working collaboratively with Investment Managers and BDM's to deliver joined-up client outcomes
• Meeting FCA requirements and maintaining high standards of suitability, documentation, and client outcomes

What we are looking for:

• Level 4 Diploma in Financial Planning as a minimum - Advanced Diploma or Chartered status is desirable
• A track record of advising HNW private clients and delivering regulated, holistic financial planning advice
• Strong new business instincts and the ability to build and convert a professional referral pipeline
• Experience working alongside or within a discretionary investment management environment would be a real advantage
• A polished, client-first approach with excellent communication skills and strong commercial awareness

What is on offer:

• A competitive salary and discretionary bonus structure
• Full paraplanning and client support
• A genuine platform to grow your own book within a well-resourced, highly regarded business
• Hybrid working from a central London base
• Real career development opportunities within a growing financial planning function