Senior Financial Planner

JR United Kingdom; Newport; On-site; GBP 70,000 - 120,000; Full time

Job summary

A top UK wealth manager is looking for a Senior Financial Planner in Newport to manage an existing portfolio of High Net Worth clients while actively securing new business. This role offers an exciting package, including a six-figure salary and bonuses based on client revenue, within a client-centric and employee-focused company.

Benefits

Corporate benefits

Performance-based bonuses

Qualifications

• Experience with High Net Worth (HNW) clients and proven ability to secure new business.
• Chartered qualified or minimum Level 4 with some AF exams completed.

Responsibilities

• Manage a portfolio of HNW clients and build new client relationships.
• Collaborate with internal stakeholders and network for business opportunities.

Skills

Networking

Client Relationship Management

Business Development

Education

Chartered qualification

Level 4 qualification

Job description

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Senior Financial Planner, newport, wales

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Client:

Location:

newport, wales, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Role

Nigel James Associates are collaborating with a top UK wealth manager to secure an experienced Financial Planner to join their Bristol 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.

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.