Financial Planner

Nigel James Associates Ltd; Leeds; On-site; GBP 60,000 - 100,000; Full time

Benefits offered by this job

LTIP scheme

Revenue share

Negotiable salary

Paraplanning support

Job summary

Nigel James Associates Ltd in Leeds is seeking an experienced Chartered Financial Planner to join a respected wealth management team serving HNW/UHNW clients. You will inherit part of an existing high-calibre portfolio and transition with support from a senior Partner.

You will develop your own client base through referrals, deliver holistic financial planning, and have full admin and paraplanning support so you can focus on advising.

Qualifications

• Chartered Financial Planner with at least five years advising experience.
• Proven experience advising HNW/UHNW clients and delivering complex planning.
• Polished, professional with strong interpersonal skills to build relationships at this level.
• Growth-stage professional seeking a long-term role.

Responsibilities

• Inherit a select portfolio of HNW/UHNW clients over a structured transition.
• Build your own client base with referrals and professional introductions.
• Deliver holistic, complex financial planning for high-net-worth individuals.
• Receive full administration and paraplanning support to focus on clients.

Skills

Chartered FP

HNW clients

UHNW clients

Relationship skills

Job description

NEGOTIABLE SALARY | LTIP | REVENUE SHARE | LEEDS | EXCLUSIVE TO NIGEL JAMES ASSOCIATES

We have been exclusively appointed to recruit an experienced Chartered Financial Planner at the growth stage of their career to join a highly regarded independent wealth management company with offices across the UK to join their office in Leeds. This is a genuinely rare and exciting opportunity at a business with an exceptional reputation, a clearly defined and successful client niche, and a compelling long-term reward structure.

The business works exclusively with HNW and UHNW private clients and has built a strong and well-established position within a specific client niche. You will be joining at an exciting point in the firm's evolution and will work directly alongside one of the lead Partners, steadily inheriting a proportion of their client portfolio over a structured transition period. Beyond this, the Partner will actively support you in developing your own client base through existing client referrals and introductions from a well-established network of high-level professional connections.

The role:

• Work closely alongside a lead Partner to inherit a select portfolio of HNW and UHNW clients over a structured transition period
• Build your own client base with the full support and backing of a senior Partner through client referrals and high-quality professional introductions
• Deliver holistic, complex financial planning advice to HNW and UHNW private clients
• Benefit from full administration and paraplanning support so your focus remains entirely on your clients

What we are looking for:

• A Chartered Financial Planner with five years of advising experience, may consider slightly less for the ideal person
• Proven experience advising HNW or UHNW clients and delivering complex, high-quality financial planning
• Polished, professional, and technically excellent with the interpersonal skills to build lasting relationships at this level
• Someone at the growth stage of their career who is ambitious, commercially minded, and looking for a long-term home

What is on offer:

• A negotiable basic salary reflective of experience
• Participation in the company's LTIP scheme, rewarded on company growth upon a future corporate event — anticipated to be highly lucrative
• A market-leading revenue share structure once established, paid as a combination of guaranteed salary and annual bonus
• Full administration and paraplanning support
• The opportunity to build a long-term career within a business that has cornered a specific and highly successful client niche

This is a highly attractive and unique opportunity to work for a brilliant company offering brilliant career scope and earnings. If you are a Chartered Financial Planner with HNW client experience and the ambition to build something significant within a truly exceptional business, it would be great to hear from you.