lavori da Demand Planner in località United States

Nigel James Associates has been appointed by a highly established financial planning company based in Kent with an excellent reputation, to recruit an experienced Financial Planner. The role involves taking over a portfolio of HNW clients. Full support with admin and paraplanning will be provided. The company offers truly whole-of-market and fully holistic planning solutions.

The ideal candidate is an experienced Financial Planner accustomed to working with HNW clients, providing quality advice, and maintaining strong relationships. You should be Chartered qualified or close to achieving Chartered status. Ideally, you will have some clients to bring, contributing to the existing portfolio, but this is not essential for consideration. The clients typically have a minimum of £300k to invest.

If you live in or around Kent and wish to join a professional financial planning firm with a great culture, focusing on delivering first-rate service to HNW clients, this is an excellent opportunity. The company offers a competitive basic salary, with a bespoke package for those bringing clients, along with a profit share bonus scheme. Benefits include a high pension contribution, death-in-service cover, and private medical insurance.

If you possess the relevant skills and experience and are interested in this unique opportunity, please apply or contact us for more information!