Financial Planning Manager

JR United Kingdom; London; On-site; GBP 70,000 - 120,000; Full time

Job summary

A leading wealth management company in London is seeking an Experienced Financial Planner to join their team. This role is ideal for a seasoned professional ready to lead and mentor others while advising high-net-worth clients. The position offers a competitive salary, performance bonuses, and the chance to shape the company's approach to client management.

Benefits

Performance bonuses

Competitive salary

Opportunity to bring existing clients

Qualifications

• Established career with relevant experience managing HNW & UHNW clients.
• Proven ability to generate new business through networks.
• Ability to manage team members at all seniority levels.

Responsibilities

• Advising clients and securing new business.
• Leading by example and mentoring a team of Advisers.

Skills

Leadership

Client Management

Business Development

Team Management

Positive Mindset

Education

Chartered qualification or AF exams completed

Job description

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Opportunity: Experienced Financial Planner

Nigel James Associates is partnered with a medium-sized wealth management company seeking a highly experienced Financial Planner for their London office. This role is ideal for a seasoned practitioner currently in a player/manager position or an experienced professional ready to lead and mentor a team of high-performing Advisers. The role involves advising clients, leading by example, and securing new business.

Requirements

To be considered, you must have:

• Chartered qualification or several AF exams completed
• Established career with relevant experience
• Experience managing HNW & UHNW clients
• A positive, inspiring mindset
• Gravitas and leadership qualities
• Personable and approachable demeanor
• Ability to manage team members at all seniority levels and adapt your approach
• Proven ability to generate new business through networks and stakeholders
• Motivation to inspire your team and collaborate effectively

Why Join?

The client is highly professional, continuously seeking to improve their services and advice delivery. Joining this company offers an excellent opportunity to shape their approach. The role offers a competitive six-figure basic salary, performance bonuses, and benefits. If you have existing clients you'd like to bring, further discussions on remuneration are possible, though not required.

Next Steps

If interested, please apply below with your CV or contact our team at Nigel James Associates for more information.