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Divisional Director

3 months ago

Leeds, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates is proud to partner with a distinguished financial planning firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team. You will work with internal stakeholders to obtain new clients and continue to drive business forward. This position promises to be both challenging and rewarding, offering a diverse range of responsibilities that will enhance and expand your existing expertise.


Requirement

You will be an experienced Financial Planning professional that is used to generating business through both internal and external (professional relationships) sources. You will be dynamic and driven in your approach with a professional manner. You will be used to providing full holistic financial planning advice to HNW clients. You will enjoy getting into the details of complex cases alongside servicing and organically growing a client book. Ideally, you will be Chartered qualified and/or Certified but have Level 4 DipFS as a minimum.


Why join?

Our client is progressive and likes to evolve. Relationships are the core of their business, whether you are an employee or a client. They encourage a team environment which is fundamental to their culture. They will award a competitive basic salary plus bonuses and benefits. There will also be plenty of scope for progression on offer.


What next?

If you believe this role could be for you then please either apply or get in touch to find out more