Financial Planning Manager

JR United Kingdom; City Of London; On-site; GBP 100,000 - 150,000; Full time

Job summary

A leading wealth management company is seeking a highly experienced Financial Planning Manager for their London office. The role involves managing and mentoring a team while advising clients and securing new business. This opportunity offers a competitive six-figure salary along with performance bonuses and corporate benefits.

Benefits

Personal and team-based performance bonus

Corporate benefits

Qualifications

• Established in your career and managing HNW & UHNW clients.
• Seasoned practitioner with leadership experience.

Responsibilities

• Leading by example by advising and mentoring a team of advisers.
• Securing new business and managing client relationships.

Skills

Positive and inspiring mindset

Ability to manage all levels of seniority

Proven ability to bring in new business

Personable and approachable

Education

Chartered qualified or AF exams

Job description

Social network you want to login/join with:

Financial Planning Manager, london (city of london)

col-narrow-left

Client:

Location:

london (city of london), United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

col-wide

Job Description:

Role

Nigel James Associates are partnered with a medium sized wealth management company to secure a highly experienced Financial Planner to join their London office. Our client is looking for a seasoned practitioner who is either currently undertaking a player/manager position or alternatively a very experienced practitioner who is looking to take the next step in managing and mentoring a team of high performing Advisers. Alongside these responsibilities this role would see you leading by example by advising, whilst also demonstrating the ability to securing new business.

Requirements

In order to be considered for this role you must have/must be:

• Chartered qualified or at the very least have a few AF exams
• Established in your career
• Have experience in managing HNW & UHNW clients
• Have a positive and inspiring mindset
• Have gravitas and be able to lead by example
• Be personable and approachable
• Have the ability to manage all levels of seniority within your team and be able to modify your approach accordingly
• Have the proven ability to bring in new business via your own networks and internal stakeholders
• Want to motivate your team and work in a collaborative environment

Why Join?

Our client is extremely professional in their approach and always look for ways to improve the way they work and deliver advice. You would be joining an incredible company to work for and help shape the way they do this. They will pay a highly £six figure basic salary for the right person alongside a both personal and team based performance bonus and corporate benefits. If you wanted to bring any clients with you once you are outside of restrictions then a further conversation could also be had around renumeration potential, however, this is not a prerequisite for the role.

What Next?

If you are interested in hearing more then please apply below with a CV or alternatively contact one of our team at Nigel James Associates.