Senior Financial Planner

Nigel James Associates Ltd; Newcastle upon Tyne; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Full admin support

Paraplanning support

Job summary

Nigel James Associates Ltd. is seeking a Senior Financial Planner in Newcastle to join a well-established wealth management team.

You will work with Investment Managers to deliver holistic planning to HNW clients, with portfolios typically ranging from £1m to £30m, and you will attend client pitches alongside the investment team. The role includes ongoing planning, strong compliance, and paraplanning support to keep you focused on delivering high-quality advice for established clients in a

Qualifications

• Solid experience as a Financial Planner in a similar role.
• Experience delivering holistic financial planning for HNW private clients.
• Chartered status or nearing Chartered level is ideal.

Responsibilities

• Collaborate with Investment Managers to deliver holistic financial planning to existing clients (£1m–£30m).
• Attend new client pitches with the investment team and identify planning opportunities.
• Build strong relationships across the investment management team and with clients.
• Provide ongoing financial planning services and one-off advisory work as required.
• Ensure compliance standards are met and client reviews are timely.

Skills

HNW clients

Holistic planning

Client pitches

Stakeholder liaison

Education

Chartered Financial Planner

Job description

SENIOR FINANCIAL PLANNER

NEGOTIABLE SALARY | NEWCASTLE | HYBRID

A strong opportunity for an experienced Financial Planner to join one of the UK's most respected and long-established wealth management businesses in their Newcastle office.

Our client has a significant presence across the UK with a large team of Investment Managers serving HNW private clients with portfolios typically ranging from £1m to £30m. The business is actively growing its financial planning capability and is looking for an experienced Chartered Financial Planner to work alongside the Investment Management team in Newcastle, delivering holistic financial planning advice and adding real value to both existing and new clients of the business.

You will be working with warm, established client relationships, collaborating closely with Investment Managers to identify financial planning opportunities with existing clients of the business, attending new client pitches alongside the investment team, and delivering advice that genuinely makes a difference to HNW clients and their families. Full administration and paraplanning support is provided so your focus remains where it matters most.

The role:

• Work alongside a team of Investment Managers to deliver holistic financial planning advice to existing HNW clients with portfolios typically ranging from £1m to £30m
• Attend new client pitches alongside Investment Managers and identify financial planning opportunities within the existing client base
• Build trusted internal stakeholder relationships across the investment management team
• Deliver both ongoing financial planning services and one-off advisory work depending on client requirements
• Ensure advice is delivered to the highest standards of compliance and that ongoing client reviews are completed in a timely manner

What we are looking for:

• A Financial Planner with solid experience in a similar role
• Experience working with HNW private clients and delivering complex holistic financial planning advice
• Someone who is polished, professional, and comfortable operating at the highest levels of the market
• Experience working within an integrated wealth management environment or alongside internal stakeholders would be a significant advantage
• Ideally, Chartered qualified - if not very close to becoming Chartered
• Someone who thrives in a collaborative environment and builds strong relationships with colleagues and clients alike
• Candidates from financial planning led firms or professional practices linked to accountancy or legal firms would also be well suited

What is on offer:

• A negotiable salary depending on experience and background
• Full administration and paraplanning support
• The platform, infrastructure, and client base of one of the UK's largest and most respected wealth management businesses
• A collaborative working environment with no requirement to cold prospect for new clients
• Hybrid working

If you are an experienced (ideally Chartered) Financial Planner based in the North East looking for a role within a market-leading business where you can focus on delivering outstanding advice to HNW clients, this is well worth a conversation.