Senior Financial Planner

Nigel James Associates Ltd; Exeter; On-site; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Six-figure salary

Performance bonus

Existing client bank

Support from a respected firm

Career development

Job summary

Nigel James Associates Ltd. is seeking an experienced Senior Financial Planner based in Exeter/Southwest to join a reputable wealth management practice.

You will manage an existing client bank of HNW individuals, delivering bespoke financial planning and building lasting relationships from day one. Travel to meet clients around the Exeter area is expected as you collaborate with Investment Managers to grow the portfolio, while maintaining a client-first advisory approach and high professional

Qualifications

• Proven track record managing HNW client relationships.
• Based in/around Exeter and willing to travel to meet clients.
• Level 4 qualification or Chartered status preferred.

Responsibilities

• Manage an existing client bank of HNW individuals and deliver ongoing bespoke financial planning.
• Build and nurture long-lasting client relationships, driving portfolio growth.
• Collaborate with Investment Managers and introducers to grow the business.

Skills

Relationship management

Proactive

Travel to meet clients

Education

Level 4 qualification

Chartered status or advanced qualifications (advantage)

Job description

SENIOR FINANCIAL PLANNER – EXETER/SOUTHWEST

GREAT SALARY | SOUTHWEST | EXISTING CLIENTS TO INHERIT

We are proud to be working exclusively with one of the UK's most established and respected wealth management businesses to appoint an experienced Financial Planner to be based in the Southwest reporting into their Exeter office.

This is a genuinely exciting opportunity. You will be joining a long-established, nationally recognised business with an outstanding reputation and a highly regarded advice process. The role comes with an existing client bank to take over and manage, giving you an immediate and meaningful portfolio to work with from day one.

The clients you will be looking after are predominantly HNW private individuals with average investment portfolios in the region of £700k-£1m but some that will have a lot larger portfolios than this. Your primary focus will be on delivering an outstanding ongoing service and building strong, lasting relationships with those clients. Alongside this, you will have the opportunity and encouragement to grow your portfolio through referrals, working with the company's Investment Managers, professional introducer relationships and your own network, though this is very much a relationship management role first and foremost.

What we are looking for:

• An experienced Financial Planner with a strong track record of managing HNW client relationships to a high standard
• Somebody who is proactive and relationship driven, with the ability and desire to grow a portfolio organically over time
• Somebody that is based in/around the Exeter area to be able to travel and meet clients
• Level 4 qualified as a minimum, Chartered status or advanced qualifications are an advantage
• A genuine passion for financial planning and delivering outstanding, bespoke client outcomes
• Comfortable working collaboratively alongside Investment Managers and across a wider wealth management business

What is on offer:

• A competitive £six figure basic salary dependent on experience
• Bonus based on new business, existing revenue and portfolio growth
• An existing client bank to take over from day one
• The support and infrastructure of one of the UK's most respected wealth management businesses
• Real career development within a forward-thinking and growing financial planning team