Senior Financial Planner

Nigel James Associates Ltd; West Midlands Combined Authority; On-site; GBP 50,000 - 70,000; Full time

Job summary

Nigel James Associates Ltd is seeking an experienced Financial Planner to manage a portfolio of high net worth clients in the West Midlands. This role offers full admin support and participation in a transparent bonus scheme. Ideal candidates will have significant advising experience and Level 4 qualifications, with opportunities for further career development within a well-regarded financial planning firm.

Qualifications

• At least 5 years advising experience required.
• Level 4 qualified minimum.
• Experience with high net worth clients crucial.

Responsibilities

• Manage an existing portfolio of high net worth clients.
• Provide quality and technical advice for complex needs.
• Develop further clients through networking and referrals.

Skills

Client Management

Technical Financial Advice

Networking

Education

Level 4 Qualification

Chartered Exams

Job description

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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

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Nigel James Associates have partnered with a leading and award-winning financial planning company with multiple offices across the UK to secure an experienced Financial Planner to join their Midlands office to take over an existing portfolio of HNW clients as part of succession planning. Full admin and paraplanning support will be provided. Our client offers fully independent and holistic financial planning services.

Requirements

To be considered for this position you must have been advising for at least 5 years plus as the clients you will be taking over are some of the top clients in the business (average investment value of around £500k plus). You will be Level 4 qualified as minimum and ideally have some Chartered exams under your belt, if not Chartered qualified already. You must be used to providing quality and technical advice to clients with complex advice needs with longer planning goals at the centre. You will be given 50% of a portfolio so you must have the ability to develop further clients either through existing client referrals, your own network/professional introducers and/or a client following of your own.

This is a fantastic opportunity to join a truly independent financial planning company with a great culture and a brilliant structure in place. You will be given clients to manage which will affectively make up 50% of your validation target. An attractive basic will be on offer and transparent bonus scheme where you received a percentage on all revenue after hitting validation. There are also further expansion plans across the wider business which you could be part of offering further career scope and development.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting

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