Senior Financial Planner

JR United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established global wealth management firm is seeking an experienced Financial Planner to join their dynamic team in London. This unique opportunity offers the chance to work collaboratively with Investment Managers and Business Development Managers, focusing on building financial planning services and securing new joint ventures. With a client base that includes high-net-worth individuals, you will be at the forefront of the company's growth strategy, providing whole of market advice. The role promises ample opportunities for career progression in a supportive environment that values initiative and flexibility. If you're an ambitious Financial Planner looking for a challenging yet rewarding opportunity, this is the role for you.

Qualifications

• 2-5 years of experience as a Financial Planner in a collaborative team.
• Chartered or near Chartered qualification preferred.

Responsibilities

• Work alongside the Head of Financial Planning and other Advisers.
• Target business opportunities with professional introducers.

Skills

Financial Planning

Team Collaboration

Business Development

Investment Management

Education

Chartered Qualification

Relevant Financial Planning Certification

Job description

Nigel James Associates are excited to be working on a new and unique opportunity which we are hoping will appeal to experienced Financial Planners in London. We have partnered with a privately owned, international SME wealth management company to secure an experienced Financial Planner to join their team as part of their continued growth strategy. The role will be working alongside the Head of Financial Planning and one other Adviser in the team to help build out financial planning, working with the Investment Managers and Business Development Managers to secure new joint ventures they are targeting working with accountancy businesses. Their target clients typically have £1m-10m to invest but they do have a lot of clients that fall into UHNW territory with tens of £millions to invest. They provide whole of market advice with their own in house DFM offering/team.

Requirements

Our client is seeking a technically proficient and experienced (2-5 years ideally) Financial Planner who enjoys working collaboratively within a team environment. You will be able to work off your own initiative targeting business working with the internal Investment Managers but also relish the opportunity to build out business by targeting professional introducers. You will be ideally Chartered qualified, if not near to becoming Chartered. This role will be suited to an ambitious and driven Financial Planner who can be flexible in their approach and embrace new developments/opportunities throughout the changing landscape of the role and team.

This is a fantastic opportunity to join an established global wealth management company that has clear growth goals. You will be at the forefront of their expansion and therefore will be provided with ample opportunities for continued scope of progression in your career. Our client would look to offer up to a £six figure basic and bonuses will be awarded based on yours and the teams production.

What next?

If you have the relevant skills and experience and are looking for an exciting/challenging opportunity with a company which offers a brilliant platform to expand your career, then you should definitely apply!