Financial Planning Team Leader

Nigel James Associates Ltd; London; On-site; GBP 65,000 - 70,000; Full time

Benefits offered by this job

High six-figure salary

Performance bonuses

Job summary

A leading financial consultancy in London seeks a seasoned Financial Planner. This role involves managing a team, advising high-net-worth clients, and securing new business. The ideal candidate will be Chartered qualified with proven leadership skills. A high six-figure salary and performance bonuses are offered, along with a collaborative work environment.

Qualifications

• Must be Chartered qualified or have AF exams.
• Established in the finance career.
• Experience managing high-net-worth clients is essential.

Responsibilities

• Lead and mentor a team of financial Advisers.
• Advise clients while securing new business.
• Motivate team and foster a collaborative environment.

Skills

Chartered qualified

Experience managing HNW & UHNW clients

Strong leadership skills

Positive and inspiring mindset

Proven ability to bring in new business

Job description

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Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nigel James Associates Ltd

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 high £six figure basic salary for the right person alongside a both personal and team based performance bonus and 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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Management, and Business Development

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