Senior Financial Planner: High-Value Portfolio & Hybrid

Nigel James Associates Ltd; Poole; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

Nigel James Associates Ltd in Poole is seeking a Senior Financial Planner to take over an existing local client portfolio. The role is hybrid and focuses on high-value clients across tax planning, retirement, investments and estate planning.

You will mentor junior planners, work with paraplanners and client executives to ensure efficient case management, and actively develop new business through referrals and partnerships.

Qualifications

• Level 4 DipFS or equivalent, Chartered status desirable.
• Excellent knowledge of FCA regulations with a track record delivering regulated advice to high-value clients.
• Strong commercial awareness and a proactive, client-first approach.

Responsibilities

• Manage a high-value, complex client portfolio with holistic advice.
• Collaborate with paraplanners and client executives for case management.
• Identify and pursue new business through referrals and partnerships.
• Mentor and support junior planners within the team.

Skills

Networking

Business development

Client relationship management

Regulatory compliance

CRM software

MS Office

CashCalc

Intelliflo

Education

Level 4 Diploma in Financial Planning (DipFS)

Chartered status

Tools

CashCalc

Intelliflo

CRM systems

Job description

Nigel James Associates Ltd in Poole is seeking a Senior Financial Planner to take over an existing local client portfolio. The role is hybrid and focuses on high-value clients across tax planning, retirement, investments and estate planning.

You will mentor junior planners, work with paraplanners and client executives to ensure efficient case management, and actively develop new business through referrals and partnerships.