Director, Financial Planning

3 weeks ago


Hampshire, United Kingdom Nigel James Associates Ltd Full time

Role

We are partnered with one of the UK's leading integrated wealth management companies to recruit for a senior Financial Planning hire in Hampshire/Dorset region.

Requirements

  • You must be at least Level 4 qualified and ideally Chartered if not working towards Chartered status.
  • You will be highly experienced and enjoy the business development aspect of the role with connections in place in the local area to leverage/grow business from. This is a senior hire for the business and they are seeking somebody with a particular skillset/gravitas for the position. There are some distribution channels already in place but you do need to be somebody that can hunt/develop.
  • Ideally, our client is seeking somebody that has worked on large business exit/finance cases and/or has other HNW niche client exposure.
  • You will be used to providing advice on tax efficient products such as EIS's & VCT's.

Why join?

This is an opportunity to join one of the top employers in the industry. For the right person our client would look to award an attractive £six figure basic plus company benefits. Bonuses are based on revenue and AUM and can be significant. There is plenty of scope on offer with this company moving into leadership/management if you choose.

What next?

If you have the desired skillset and experience for the role and would like to apply please do send through a most recent copy of your CV. If you would like to find out more about the role please do get in touch.


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