Financial Planner

Nigel James Associates Ltd; United Kingdom; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Performance-based bonus

Full benefits package

25 days annual leave

Community involvement opportunities

Support with networking events

Access to leading financial planning software

Job summary

A national wealth management group in the United Kingdom is seeking an experienced Financial Planner. In this role, you will manage a bank of High Net Worth clients while also expanding your own client base through networking and business development. The role offers a competitive salary between £70,000 and £90,000, substantial benefits including a pension and healthcare, and a collaborative work culture focused on growth and community engagement.

Qualifications

• Minimum 5 years' experience as an Independent Financial Adviser.
• Experience managing High Net Worth clients.
• Entrepreneurial attitude with ability to adapt to changing market requirements.

Responsibilities

• Manage an existing bank of HNW clients.
• Build business through networking and developing relationships.
• Provide comprehensive financial planning services.

Skills

Client relationship management

Technical financial planning knowledge

Business development

Networking

Communication skills

Education

Level 4 qualified (ideally working towards Chartered)

Job description

Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group.

This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing relationships with professional introducers.

It's a proper balance - you'll have an established client bank to work with from day one, giving you immediate engagement opportunities, but also the scope and support to grow your own book through your connections and business development skills.

The business is growing rapidly with strong financial backing and a clear vision for the future. They focus on helping clients plan for a life well lived, supporting them through every stage of their financial journey.

What's Required?

• Level 4 qualified as a minimum (ideally working towards Chartered or already Chartered)
• Minimum 5 years' experience as an Independent Financial Adviser
• Experience managing HNW clients
• Strong technical financial planning knowledge across wealth management, pensions, protection, and investments
• Excellent client relationship and communication skills
• Entrepreneurial attitude with ability to adapt to changing market requirements
• This role suits someone who's confident with existing clients but also enjoys getting out there, building connections, and developing the business.

Why Join?

The package:

• Salary of £70,000 - £90,000 depending on experience
• Performance-based bonus on client fee income
• Full benefits package including pension, holiday, holiday trading scheme, healthcare benefits, life cover and other flexible benefits
• 25 days annual leave plus bank holidays
• Community involvement opportunities
• Support with networking through company-sponsored events
• Access to leading financial planning software and tools

Our client is serious about creating a place where people belong and can grow. The culture is collaborative with honest feedback and shared success. They're committed to making a positive impact both for clients and in the wider community.

If you're an experienced Financial Planner looking for your next move and this sounds like the kind of role you'd be interested in, get in touch or apply with an up-to-date CV.