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Senior Financial Planner
Role
Nigel James Associates are partnered with a leading SME wealth management firm seeking a Senior Financial Planner to join their London office as part of succession planning. The role involves taking over a portion of existing HNW private clients to organically grow the client base.
Requirements
The ideal candidate will have at least 5 years of experience advising clients with a minimum of £250k in investments and should be either Chartered or close to achieving Chartered status. The role requires someone with exceptional relationship management skills to generate new business through client referrals, external networking, professional introducers, and wider affinity relationships.
Why Join?
Our client has a strong reputation and a positive culture, offering career progression. The package includes a six-figure basic salary, a discretionary bonus based on existing business, and a percentage on new income generated, which is not subject to validation. Full paraplanning and administrative support will be provided, allowing focus on client relationships.
What Next?
Please apply below or contact our team at Nigel James Associates to learn more.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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