Senior Financial Planner

4 days ago


West Midlands, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients will be both HNW and UHNW individuals, therefore this position requires expertise in delivering tailored, high-quality financial advice for clients with complex needs. This role offers huge growth potential for the right person, alongside fantastic earning potential which will continue to increase as you develop/grow with the business.


Requirement

The ideal candidate will have a good level of experience working with HNW clients, with a keen understanding of their specific financial needs and the ability to provide a premium level of service. A strong ambition to do well, combined with a natural aptitude for building long-lasting relationships with Investment Managers and professional introducers, will ensure your success. Your expertise in networking and cultivating connections will be essential in generating new business opportunities.


Why join?

Our client is one of the top companies in the industry and a highly sought after employer. They promote a hybrid working model that prioritises a healthy work/life balance, recognising the importance of employee wellbeing in achieving professional goals. This company prides itself on its exceptional team culture which is crucial part of their success. With a strong emphasis on mentorship, the organisation is dedicated to fostering the growth of hardworking individuals who aspire to advance their careers. Many employees have successfully transitioned into Director and Leadership positions, reflecting the company’s commitment to nurturing talent and facilitating professional development.


What next?

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



  • East Midlands, United Kingdom Openwork Services Limited Full time

    We are looking for a highly skilled Senior Financial Planner to join our team at Openwork Services Limited.The successful candidate will have a strong background in financial planning and analysis, as well as a deep understanding of the financial services industry.This role offers a unique opportunity for an experienced professional to take on new challenges...


  • West Midlands, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients...


  • West Midlands, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients...


  • West Midlands, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients...


  • West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

    Job Description:Senior Financial Planner WantedWe are seeking an experienced Financial Adviser to join our team as an employed adviser. The successful candidate will inherit a good quality book of clients to service and develop further.This role offers home-based/remote working with access to a local office, providing a great work-life balance. The estimated...


  • Co. West Midlands, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. You will be given some HNW clients to help you on your way. Your target clients will be both HNW and UHNW individuals, therefore this position requires expertise in delivering tailored,...


  • West Wycombe, United Kingdom Avenue Recruitment Group LTD Full time

    A leading financial planning practice is seeking an experienced Technical Financial Planner to join their team. As a Senior Paraplanner, you'll play a crucial role in supporting the company's growth and success.About the OpportunityThis is a fantastic chance to take your paraplanning career to new heights, with a competitive salary and benefits package....


  • West Midlands, UK, UK, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients...


  • Co. West Midlands, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target...

  • Financial Planner

    8 months ago


    East Midlands, United Kingdom Duncan & Toplis Full time

    Financial Planning Services | Full-time | East Midlands We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions. Recommending strategies to achieve the financial objectives, you will meet with clients to understand their future investment plans,...


  • West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

    About the RoleWe are seeking an experienced financial services professional to join our team as a Senior Financial Planning Analyst. This exciting opportunity will see you work closely with our financial planners, admin, and compliance teams to deliver high-quality services to our clients.Key ResponsibilitiesAnalyse portfolios to provide insightful reports...


  • West Midlands Combined Authority, United Kingdom mbf Full time

    Key ResponsibilitiesLead the Technical team and provide expertise in complex financial planning matters.Research, interpret, and analyse financial data to develop appropriate client solutions.Draft and deliver suitability reports, client illustrations, and detailed records supporting research outcomes.Collaborate with Directors and Financial Planners to...

  • Senior Planner

    7 months ago


    West Midlands, United Kingdom Taylor Herrick Recruitment Full time

    TH Recruit is working with a leading planning, regeneration, and design consultancy. Our client is seeking a Senior Planner or Associate to join their friendly team. Offering a competitive salary and package. Based in Birmingham city centre, offers 2 days remote and 3 in the office. You will be expected to help with planning and delivering projects and...

  • Construction Planner

    6 months ago


    West Midlands, United Kingdom GCS Recruitment Specialists Ltd Full time

    **Position**: Planner / Senior Planner **Function**: Multiple Projects **Based**: Birmingham - site office based **Sector**: D&B BTR Schemes, office developments, Hotels - £50 - £100 million + **Salaried**: Circa from £66k to £91k DOE **The opportunity**: Great opportunity to be involved on some large schemes in the Midlands, Initially be based on...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    We are seeking an experienced Financial Planner to support the growth of Duncan & Toplis Group.Job SummaryThe successful candidate will work closely with clients to provide tailored financial planning services, including wealth management, investments, and pension planning.Main ResponsibilitiesDeliver high-quality reports to clientsDevelop expertise in...


  • West Midlands, United Kingdom Penguin Recruitment Full time

    Job Description:We are seeking a driven and enthusiastic Senior Town Planner to join our client's team in the West Midlands. As a key member of the team, you will work on a diverse range of projects, from urban regeneration schemes to strategic planning initiatives.About the Role:Deliver major residential and mixed-use urban extensions across the UKIdentify...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    **Duncan & Toplis Group: A Leading Provider of Financial Services**About the RoleWe are seeking an experienced Financial Planner to join our team at Duncan & Toplis Group. As a key member of our financial services team, you will be responsible for providing expert financial planning services to new and existing clients.Job DescriptionThe successful candidate...


  • East Midlands, United Kingdom KAP Recruitment Ltd Full time

    Senior Town Planner Job DescriptionKAP Recruitment Ltd is recruiting a Senior Town Planner to work in Nottingham. The successful candidate will be responsible for managing planning projects and leading a team of planners.Main ResponsibilitiesConducting research and analysis on land use, zoning, transportation, and environmental factors to inform planning...

  • Senior Planner

    3 weeks ago


    West Midlands Combined Authority, United Kingdom Anderselite Ltd Full time

    About the Role:This exciting opportunity is open to experienced planners who want to take on a challenging role in a dynamic organisation like Anderselite Ltd. As a Senior Planner, you will play a crucial part in ensuring the successful delivery of our projects, working closely with our team to achieve this goal. Your main responsibilities will include...

  • Senior Planner

    3 weeks ago


    Wakefield, West Yorkshire, United Kingdom People 3 Construction Full time €5,000

    Senior Planner (£60,000.00 Per Annum + £5K Car Allowance!) We are currently seeking an experienced Senior Planner on behalf of our client, a leading modular building specialist with multiple sites across the UK. As Senior Planner you will be working across many functions, you will develop tender programmes to assist in winning work while working closely...