Financial Planning Team Leader

1 month ago


St Albans, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates are proud to be working with one of the fastest growing wealth managers in the UK to secure a Financial Planning Team Leader for their Hertfordshire office. The role will be managing an existing team of experienced Financial Planners alongside providing advice to a portfolio of HNW clients. Full Admin & Paraplanning will be provided.


Requirements

Ideally, you will be an experienced Financial Planner who has managed other Advisers. Our client may consider an experienced Financial Planner who is looking for that next step in their career and has the gravitas to lead others. You will be at least Level 4 Diploma qualified but ideally Chartered, if not working towards being Chartered, as our client is one of the few companies in the UK that has achieved Chartered status. You will be used to providing high quality, true financial planning advice to HNW clients. Strong relationship management skills are key for the role but you will also enjoy attracting new business, driving new connections through referrals and professional introducers.


Why join?

This is a chance to join one of the standout wealth managers in the UK that boast numerous accolades. They are known for their fantastic culture being a people led organisation. You will be joining the business as a senior hire and as such be rewarded with industry leading salaried package which will include a high basic salary, generous company benefits and unrivalled bonus structure. This is a hybrid role working from both the office and home.


What next?

If you have the relevant skills and experience, and the role sounds of interest, please do apply. Alternatively, feel free to get in contact with us to find out more.



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