Financial Planner

Nigel James Associates Ltd; Greater London; Hybrid; GBP 100,000 - 180,000; Full time

Benefits offered by this job

Flexible working

Paraplanning support

Established client portfolio

Job summary

Nigel James Associates Ltd in London seeks an experienced Financial Planner to take over an established HNW client portfolio and grow it within a supportive team. You will deliver holistic planning across pensions, investments, retirement, IHT, and estate planning, while proactively generating new business through referrals.

Flexible working is offered, with a soft handover and full admin/paraplanning support, enabling exceptional client service and growth potential.

Qualifications

• Experienced Financial Planner with a strong track record advising high-net-worth private clients.
• Proactive in developing new business alongside managing inherited client base.
• Chartered status desirable or working towards it is welcome to apply.

Responsibilities

• Inherit and manage an established portfolio of HNW clients across London and Kent with a soft handover.
• Deliver holistic financial planning across pensions, investments, retirement, IHT, and estate planning.
• Proactively generate new business through referrals and professional connections, targeting 8–15 new clients per year.
• Build long-term trusted relationships and deliver an outstanding ongoing client experience.
• Work with admin and paraplanning support to stay focused on advisory work.

Skills

Financial planning

HNW clients

Relationship management

Business development

Chartered status desirable

Job description

SIX FIGURE BASIC | TRANSPARENT BONUS STRUCTURE | LONDON | FULLLY FLEXIBLE WORKING

A genuinely attractive opportunity for an experienced Financial Planner to join a well-regarded independent financial planning business in London, taking over an established portfolio of HNW private clients and continuing to grow it within a supportive, well-resourced team.

The role has arisen through the retirement of a senior Financial Planner and a period of extended leave for another, creating an excellent opportunity for the right person to inherit a quality client book with a soft handover process in place. The clients are predominantly based across London and Kent. There is genuine flexibility around how and where you work, the business does not operate to fixed office day requirements, so you can structure your time around what works best for you and your clients.

The business is looking for someone who is proactive in developing new business alongside managing the inherited client base, these targets are highly achievable brining in between 8-15 new client per year. Full administration and paraplanning support will be provided so your focus remains where it should be.

The role:

• Inherit and manage an established portfolio of HNW private clients across London and Kent, with a soft handover process supported by the existing team
• Deliver holistic financial planning advice across pensions, investments, retirement, IHT, and estate planning
• Proactively generate new business through referrals and professional connections, targeting 8-15 new clients per annum
• Build long-term trusted client relationships and deliver an outstanding ongoing client experience
• Work with the support of a dedicated administration and paraplanning team

What we are looking for:

• An experienced Financial Planner with a strong track record of advising HNW private clients
• Chartered status is desirable - candidates working towards Chartered or close to achieving it are also welcome to apply
• A proactive approach to business development alongside strong relationship management skills
• Comfortable managing an inherited client portfolio and delivering continuity of service to existing clients
• Based in or within commutable distance of London

What is on offer:

• A six-figure basic salary depending on experience
• A transparent and attractive bonus structure (a percentage of new fee income and new recurring income generated across the year, with significant earning potential)
• An established client portfolio to inherit with a supported handover process
• Full administration and paraplanning support
• Genuine flexibility around working pattern and office attendance

If you are an experienced Financial Planner looking for a quality role with an established client book, a genuinely attractive and transparent bonus structure, and the flexibility to work in a way that suits you, this is well worth a conversation.