Senior Financial Planner

Nigel James Associates Ltd; Exeter; On-site; GBP 100,000 - 150,000; Full time

Benefits offered by this job

LTIP scheme

High basic salary

Full company benefits

Job summary

Nigel James Associates Ltd in Exeter seeks a senior Financial Planner to take over an existing high-net-worth portfolio and expand it by networking with internal stakeholders and external introducers.

You will have full paraplanning and admin support, with potential to lead other advisers and evolve into a player/manager role as you settle in.

Qualifications

• 3+ years experience providing holistic financial planning services.
• Experience of managing other advisers – mentoring, training and sales management.
• Strong performer with the ability to generate business.
• Ability to structure business development incentives/plans to attract new clients.
• At least Level 4 qualified, ideally Chartered.

Responsibilities

• Take over an existing portfolio of high-net-worth clients and build upon it by networking with internal stakeholders and external introducers.
• Provide leadership by potentially managing other Financial Planners in the team; evolve into a player/manager role.
• Work with full paraplanning and administrative support.

Skills

Holistic planning

Adviser leadership

Business development

Networking

Education

Level 4 qualified

Job description

Overview

We are working with a large regional professional services and wealth management company to secure an experienced Financial Planner, at a senior level, to join them in their Exeter office. The role will be taking over an existing portfolio of high-net-worth clients alongside building upon these by networking with internal stakeholders as well external introducers. You will be provided with full paraplanning and admin support. Ideally, our clients are seeking somebody that has the ability and gravitas to manage other Financial Planners in the team. The role would then evolve into a player/manager opportunity once you get to know the company and the team.

Responsibilities

• Take over an existing portfolio of high-net-worth clients and build upon it by networking with internal stakeholders and external introducers.


• Provide leadership by potentially managing other Financial Planners in the team; evolve into a player/manager role.


• Work with full paraplanning and administrative support.

Qualifications

• 3+ years experience providing holistic financial planning services


• Experience of managing other advisers – mentoring, training and sales management


• Strong performer with the ability to generate business


• Ability to structure business development incentives/plans to attract new clients


• At least Level 4 qualified, ideally Chartered

Ideally, you would also be used to dealing with HNW clients with varied advice needs.

Compensation and Benefits

This company has a fantastic reputation of being one of the leading wealth planning organisations in the local region. They have ambitious growth goals for the next 5 years and offer plenty of opportunity and scope for the right people joining at this exciting time including a very attractive LTIP scheme which will look to award a £six figure lump sum in the next 3-5 years.

For the right person, our client is looking to offer a £six figure basic salary plus a transparent, formulaic bonus scheme based on new fees and ongoing advice business. Full company benefits will be provided.

What next?

If you are interested in finding out more about this exciting and unique opportunity, and you have the relevant skills and experience, please apply and/or get in touch!