Senior Financial Planner

JR United Kingdom; Exeter; On-site; GBP 100,000 - 140,000; Full time

Job summary

A leading UK wealth manager located in Exeter is seeking an experienced Financial Planner. You will manage a portfolio of high net worth clients while building new relationships. The role offers a six-figure salary plus bonuses based on client revenue, alongside opportunities for career progression in a client-focused environment.

Benefits

Corporate benefits

Career progression opportunities

Qualifications

• Established and experienced Financial Planner with a record of working with HNW clients.
• Ability to manage a large portfolio and oversee others.
• Minimum of Level 4 qualification on the path to Chartered status.

Responsibilities

• Take over an existing client portfolio of HNW clients.
• Build out the book of clients proactively.
• Possibly progress into a senior team leader position.

Skills

Proven ability to secure new business through networking

Experience with HNW clients

Strong internal stakeholder relationships

Education

Chartered qualification or Level 4 qualification

Job description

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Nigel James Associates are collaborating with a top UK wealth manager to secure an experienced Financial Planner to join their Exeter office. The role will be to take over a proportion of an existing client portfolio of HNW clients whilst proactively building out the book. Full Admin and Paraplanning support will be provided. This would be a senior hire for the team/business and looking for somebody with gravitas that is used to working with HNW clients (min £500k investments with the average investment hovering around £1m).

Requirements

• You will be an established and experienced Financial Planner who is used to working with HNW clients and someone who has the proven ability to be able to secure new business through internal stakeholder relationships and externally through networking and professional introducer relationships.
• You will be Chartered qualified given the nature of the clients you will receive. However, our client is not adverse to considering someone who has a minimum Level 4 qualification and on their way to Chartered, having already completed some AF exams.

As this is a senior hire our client is considering somebody that is currently managing/overseeing others as part of managing a large portfolio of clients as there is the real possibility of this progressing into a senior team leader position within the next few years.

Why Join?

The package on offer is a £six figure basic and bonus which is based on total client revenue (new and existing fees) as well as corporate benefits. This is an exiting opportunity for an experienced Financial Planner to settle in and establish themselves in a company which puts both clients and their employees at the forefront of their strategic planning whilst also providing great earnings and career potential.

What Next?

Please apply below or alternatively contact one of our team at Nigel James Associates to find out more.