Senior Financial Planner

Nigel James Associates Ltd; Birmingham; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Strong platform

Brand recognition

Supportive team

Ready-made client base

Bonus scheme

Job summary

Nigel James Associates Ltd in Birmingham is seeking an experienced Financial Planner to service an existing high-net-worth client base and strengthen long-term relationships. You will deliver compliant, high-quality financial advice and work with Investment Managers across the firm to grow your book.

The role offers a six-figure basic salary with a flexible hybrid working pattern and a supportive team environment, backed by a strong brand and ready-made client base to build on.

Qualifications

• Experience as Financial Planner serving high-net-worth clients.
• Strong advisory and service excellence in a regulated environment.
• Proven ability to grow a client base through referrals and professional connections.

Responsibilities

• Maintain and grow the client base with compliant financial advice.
• Deepen client relationships and increase share of investable wealth.
• Develop new business through referrals and professional connections.
• Own growth plan with coaching from Area Director.
• Collaborate with Investment Managers and wider wealth team.
• Meet FCA requirements and internal standards to ensure client outcomes.

Skills

Client relationships

Financial planning

Regulatory compliance

Business development

Technical knowledge

Education

Level 4 qualification

Job description

FINANCIAL PLANNER • BIRMINGHAM

Our client is a well-established and highly regarded wealth management firm with a national presence, serving private clients, charities, trustees and professional partners. They offer a highly personalised service combining discretionary investment management and holistic financial advice, with a strong reputation for long-term client relationships and service quality.

They are looking to recruit an experienced Financial Planner into their Birmingham office to service an existing portfolio of high-net-worth clients and build on the strong, long-term relationships that sit at the heart of the firm's ethos.

THE ROLE

This is a client-facing financial planning role focused on delivering excellent advice and outstanding ongoing service to an established private client base. You will manage and grow that client bank, deepen existing relationships, and develop new business through referrals and professional connections. You will work closely with Investment Managers and colleagues across the wider wealth management division, and will be supported by marketing and specialist distribution partners.

• Maintain and grow an existing client base, delivering clear and compliant financial advice aligned to agreed service levels
• Deepen client relationships and increase share of clients' total investable wealth
• Build and maintain a high-quality new business pipeline through referrals and professional connections
• Own your growth plan and targets, with coaching and support from the Area Director
• Work in close partnership with Investment Managers and wider colleagues across the firm
• Meet all FCA requirements and the firm's internal standards, generating great client outcomes and documentation

ABOUT YOU

• An experienced Financial Planner with a strong focus on service excellence
• Passionate about delivering great client outcomes and building long-term relationships
• Commercially minded, with the ability to grow business through trust and referrals
• Strong technical knowledge and confidence operating in a regulated environment
• Level 4 qualified as a minimum, with advanced qualifications desirable

WHAT'S ON OFFER

• £six figure basic salary
• Fully hyrbid/flexible working
• A strong platform within a well-resourced and well-regarded firm
• Strong brand recognition
• Supportive team environment
• A ready-made client base to build on
• Fanastic formulaic bonus scheme based on new and existing client revenue

This is an opportunity for a Financial Planner who wants to develop their practice within a firm that takes service quality and long-term client relationships seriously.