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Senior Financial Planner
Nigel James Associates is collaborating with a top UK wealth manager to secure an experienced Financial Planner for their Bristol office. The role involves taking over a portion of an existing client portfolio of HNW clients while proactively expanding the book. Full admin and paraplanning support will be provided. This is a senior position requiring someone with gravitas, experienced in working with HNW clients (minimum £500k investments, average around £1m).
- You should be an established and experienced Financial Planner with a track record of working with HNW clients and capable of securing new business through internal stakeholder relationships and external networking and professional introducers.
- You must be Chartered qualified due to the client profile. However, candidates with a minimum Level 4 qualification and some AF exams completed, working towards Chartered status, will also be considered.
The package includes a six-figure basic salary plus bonuses based on total client revenue (new and existing fees) and corporate benefits. This is an exciting opportunity for an experienced Financial Planner to establish themselves within a company that values clients and employees, offering excellent earnings and career growth potential.
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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