Senior Financial Planner in City of London

Energy Jobline ZR; City Of London; Hybrid; GBP 100,000 - 140,000; Full time

Job summary

A leading wealth management firm in London is seeking an experienced Senior Financial Planner to drive new business and manage high-value clients. You will receive full support from paraplanning and administration teams, allowing you to focus on building client relationships. The role offers a six-figure salary with significant bonus potential, based on new income and existing client revenue. This is an exciting opportunity for a driven financial planner looking to grow within a reputable organization.

Benefits

Six-figure salary

Bonuses based on income

Supportive culture and working environment

Qualifications

• 5+ years of experience advising high net worth clients.
• Proven track record of generating business through various means.
• Good level of gravitas in professional settings.

Responsibilities

• Focus on attracting new business through networking and relationships.
• Manage a portfolio of clients with substantial investments.
• Work with paraplanning support to deliver client services.

Skills

Holistic financial planning

Networking

Client relationship management

Education

Chartered qualification or close to becoming Chartered

Tools

X Plan

Job description

Overview

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We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Role

Nigel James Associates are exclusively working with a leading medium sized wealth manager organisation with offices across the UK. We have been appointed to secure key hires for them as part of their continued growth. They are currently looking for an experienced Senior Financial Planner to join the business. The role would be new business focused utilising the various routes to market to attract new business including their networking events/channels, their online presence, intermediary relationships and working with other Relationship Managers that are investment management focused. You will be provided with full admin and paraplanning support so you can focus your time on building out your portfolio and managing your clients. This company works with clients that have £500k as a minimum to invest and their average client investment is c£1m. The role would be based in their London office with hybrid working provided.

Requirements

• For this role you will need to be an experienced holistic Financial Planner that is used to providing true financial planning solutions to HNW clients.
• You will need to have at least 5 years plus experience of advising.
• With your experience you will level of gravitas and be used to driving a good amount of new business through various means including networking, professional connections and internal stakeholder relationships.
• You will be ideally Chartered if not close to becoming Chartered.
• If you had exposure of X Plan this would be advantageous but not a requirement.

Why join?

This is a brilliant opportunity to join a leading organisation in the industry with a great reputation. They have a great culture and fantastic working environment with an incredible City office! They are highly efficient at what they do and have some great systems and processes in place. They also have some strong Paraplanner and Admin to Adviser ratios to help you deliver to your clients. This role is paying a £six figure basic, and bonuses will be based on new income as well as existing client revenue. Bonuses are formulaic and can see you earning between 50-70% of your basic salary! If you are a driven and proactive Financial Planner that is looking for an opportunity within a company that has some brilliant growth plans for the next 5-10 years, then this is the role for you! As the company continues to expand their will be plenty of further career scope on offer.

What next?

Please apply for the role or contact one of the team at Nigel James Associates directly for more information.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.