Financial Planner jobs in United Kingdom

Job Description

Role

Nigel James Associates are delighted to be partnered with one of the country’s leading wealth managers to source and secure a senior Financial Planning hire into their Berkshire team. We are seeking somebody that is an experienced Financial Planner professional used to working with HNW-UHNW clients. Full admin and paraplanning support will be provided in this role. Our client is seeking somebody that can leverage the well-known company brand to expand out business in the local region alongside working with the Investment Managers in the company, professional connections and affinity relationships to refer business. Ideally we are looking for a senior/credible person and our client could offer a Partner level position for the right candidate.

Requirements

The ideal hire is somebody that has at least 5 years plus experience of advising HNW clients. They are looking for somebody that enjoys relationship management of existing clients but also relishes the challenge of obtaining new business and the networking aspect of the role. You will be at least DipFS Level 4 qualified but ideally Chartered, if not working towards being Chartered. If you had a particular client niche that you specialised in and are well networked in area then this would be advantageous and well suited to the business.

Why join?

Our client is well of the most well recognised and respected wealth management companies in the UK. The company offer a true meritocracy environment offering real career scope and the ability to better your earnings. You will be awarded a £six figure basic salary plus bonuses based on performance and benefits.

What next?

If you have the desired skillset and experience and would like to apply or find out more, please get in contact and/or send through an up to date copy of your CV.