Senior Financial Planner

JR United Kingdom; West Midlands Combined Authority; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join a leading financial planning company in the Midlands as a Financial Planner, where you'll manage a portfolio of high-net-worth clients. This role offers full admin and paraplanning support, allowing you to focus on delivering exceptional financial advice. With a strong emphasis on client relationships and the opportunity for career growth, this position is perfect for someone with a solid background in financial planning. You will benefit from an attractive salary and a transparent bonus structure based on revenue, making this an exciting opportunity to thrive in a supportive and independent environment.

Qualifications

• 5+ years of advising experience in financial planning.
• Level 4 qualified with experience in complex advice needs.

Responsibilities

• Manage an existing portfolio of high-net-worth clients.
• Provide quality and technical financial advice to clients.

Skills

Financial Planning

Client Relationship Management

Technical Advice

Investment Strategies

Education

Level 4 Qualification

Chartered Exams

Job description

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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 £700k 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 effectively make up 50% of your validation target. An attractive basic will be on offer and transparent bonus scheme where you receive 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.