Senior Financial Planner

ZipRecruiter; England; On-site; GBP 50,000 - 90,000; Full time

Job summary

Join a leading financial planning firm in the Midlands, where you'll manage a portfolio of high-net-worth clients and receive comprehensive support. This role offers a unique opportunity to work independently while benefiting from a transparent bonus scheme and a collaborative culture. With plans for further expansion, this position not only promises a rewarding career but also the chance to significantly impact clients' financial futures. If you're passionate about providing exceptional financial advice and looking for a role that fosters growth, this is the opportunity for you.

Qualifications

• 5+ years of experience in financial advising with HNW clients.
• Level 4 qualified with a focus on complex financial advice.

Responsibilities

• Manage an existing portfolio of high-net-worth clients.
• Provide quality, technical financial advice tailored to client needs.

Skills

Financial Planning

Client Management

Investment Advice

Technical Financial Advice

Education

Level 4 Qualification

Chartered Exams

Job description

Job Description

Role

Nigel James Associates have partnered with a leading and award-winning financial planning company with multiple offices across the UK to secure an experienced Financial Planner to join their Midlands office to take over an existing portfolio of HNW clients as part of succession planning. Full admin and paraplanning support will be provided. Our client offers fully independent and holistic financial planning services.

Requirements

To be considered for this position you must have been advising for at least 5 years plus as the clients you will be taking over are some of the top clients in the business (average investment value of around £700k plus). You will be Level 4 qualified as minimum and ideally have some Chartered exams under your belt, if not Chartered qualified already. You must be used to providing quality and technical advice to clients with complex advice needs with longer planning goals at the centre. You will be given 50% of a portfolio so you must have the ability to develop further clients either through existing client referrals, your own network/professional introducers and/or a client following of your own.

Why join?

This is a fantastic opportunity to join a truly independent financial planning company with a great culture and a brilliant structure in place. You will be given clients to manage which will affectively make up 50% of your validation target. An attractive basic will be on offer and transparent bonus scheme where you received a percentage on all revenue after hitting validation. There are also further expansion plans across the wider business which you could be part of offering further career scope and development.