Financial Planning Manager

JR United Kingdom; Slough; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading wealth management company in London seeks a seasoned Financial Planner to oversee client relations and mentor high performing Advisers. This role offers an outstanding six-figure salary package and benefits, targeting experienced professionals eager to drive performance and lead a team in a dynamic environment.

Benefits

Performance bonuses

Corporate benefits

Qualifications

• Chartered qualified or at least have a few AF exams.
• Established in career with experience managing HNW & UHNW clients.
• Ability to motivate and lead teams effectively.

Responsibilities

• Advise clients while managing a team.
• Bring in new business through networks.
• Lead by example and foster a collaborative environment.

Skills

Leadership

Client Management

Business Development

Team Management

Communication

Education

Chartered Qualification or AF Exams

Job description

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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.