Senior Financial Planner

Nigel James Associates Ltd; Exeter; On-site; GBP 100,000 - 120,000; Full time

Job summary

A leading wealth management firm in Exeter is seeking a seasoned Financial Planner to manage an HNW client portfolio and drive new business initiatives. This senior role offers full administrative support, a six-figure salary, and opportunities for career growth. Ideal candidates will be Chartered qualified or Level 4 and have experience in client management. Join a company that prioritizes client relationships and employee development.

Benefits

Corporate benefits

Bonus based on client revenue

Qualifications

• Established and experienced Financial Planner used to working with HNW clients.
• Proven ability to secure new business through internal and external relationships.
• Currently managing/overseeing others as part of managing a large portfolio.

Responsibilities

• Take over a proportion of an existing client portfolio of HNW clients.
• Proactively build out the book of business.
• Manage a large portfolio and oversee other team members.

Skills

Proven ability to secure new business

Experience with HNW clients

Networking and professional relationships

Education

Chartered qualification or Level 4 qualification

Job description

2 weeks ago Be among the first 25 applicants

Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nigel James Associates Ltd

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Strategy/Planning, and Business Development

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