Senior Financial Planner

ZipRecruiter; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for a Senior Financial Planner to join their London office. This role offers the opportunity to take over a portion of existing high-net-worth clients, with a focus on organic growth. The ideal candidate will possess exceptional relationship management skills and a strong background in client advising, ideally holding Chartered status or close to it. With a competitive six-figure salary and a supportive team, this position promises a rewarding career path in the wealth management sector.

Benefits

Full Paraplanning Support

Administrative Support

Career Progression Opportunities

Qualifications

• 5+ years of experience advising clients with significant investments.
• Chartered status or close to achieving it is preferred.

Responsibilities

• Manage and grow a portfolio of HNW private clients.
• Generate new business through referrals and networking.

Skills

Relationship Management

Client Advising

Business Development

Education

Chartered Financial Planner

Relevant Financial Qualifications

Job description

Job Description

Role

Nigel James Associates are partnered with a leading SME wealth management firm seeking a Senior Financial Planner to join their London office as part of succession planning. The role involves taking over a portion of existing HNW private clients to organically grow the client base.

Requirements

The ideal candidate will have at least 5 years of experience advising clients with a minimum of £250k in investments and should be either Chartered or close to achieving Chartered status. The role requires someone with exceptional relationship management skills to generate new business through client referrals, external networking, professional introducers, and wider affinity relationships.

Why Join?

Our client has a strong reputation and a positive culture, offering career progression. The package includes a six-figure basic salary, a discretionary bonus based on existing business, and a percentage on new income generated, which is not subject to validation. Full paraplanning and administrative support will be provided, allowing focus on client relationships.

What Next?

Please apply below or contact our team at Nigel James Associates to learn more.