Financial Planner
2 weeks ago
RoleNigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group.This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing relationships with professional introducers.It's a proper balance - you'll have an established client bank to work with from day one, giving you immediate engagement opportunities, but also the scope and support to grow your own book through your connections and business development skills.The business is growing rapidly with strong financial backing and a clear vision for the future. They focus on helping clients plan for a life well lived, supporting them through every stage of their financial journey.What's Required?Level 4 qualified as a minimum (ideally working towards Chartered or already Chartered)Minimum 5 years' experience as an Independent Financial AdviserExperience managing HNW clientsStrong technical financial planning knowledge across wealth management, pensions, protection, and investmentsExcellent client relationship and communication skillsEntrepreneurial attitude with ability to adapt to changing market requirementsThis role suits someone who's confident with existing clients but also enjoys getting out there, building connections, and developing the business.Why Join?The package:Salary of £70,000 - £90,000 depending on experiencePerformance-based bonus on client fee incomeFull benefits package including pension, holiday, holiday trading scheme, healthcare benefits, life cover and other flexible benefits 25 days annual leave plus bank holidaysCommunity involvement opportunitiesShopping discount platformSupport with networking through company-sponsored eventsAccess to leading financial planning software and toolsOur client is serious about creating a place where people belong and can grow. The culture is collaborative with honest feedback and shared success. They're committed to making a positive impact both for clients and in the wider community.If you're an experienced Financial Planner looking for your next move and this sounds like the kind of role you'd be interested in, get in touch or apply with an up-to-date CV.
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Senior Financial Planner
3 weeks ago
Colchester, United Kingdom Exchange Street Claims & Financial Services Full timeIt's hard to be a great financial planner without a great team behind you. A lot of firms can mention facts and figures that make an opportunity seem like the dream job. But if you have clunky processes, sloppy admin and not enough technical support to free up your time, that dream can soon turn into a nightmare. You won't have that problem with this...
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Assistant Financial Planner route to Advisor
3 weeks ago
Colchester, United Kingdom Financial Divisions Full time& Excellent BenefitsAbout the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of...
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Colchester, United Kingdom Financial Divisions Full timeAbout the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of Essex's leading Law...
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Financial Planner
5 days ago
Colchester, United Kingdom Nigel James Associates Ltd Full timeFinancial Planner – Senior Level, Full-time Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well‑respected national wealth group. This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your...
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Trainee Financial Planner
1 week ago
Colchester, United Kingdom Placing Faces Full time**Title: Trainee Financial Planner** **Salary: £35-50k, OTE up to £60k** **Location: Remote/Colchester** Our client is one of the UK’s leading wealth management companies, and have received numerous awards for their financial and investment management services. They are looking for a Trainee Financial Planner to join their friendly team - they will...
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Financial Planner
2 weeks ago
Greater Colchester Area, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group. This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing...
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Financial Planner
1 week ago
Colchester, United Kingdom IDEX Consulting Ltd Full timeI have an fantastic opportunity in your region for a high quality, experienced Adviser/ Planner. At an independent chartered financial planning practice specialising in wealth management services for high net worth individuals and corporate services to companydirectors and their staff. Director level and mid-level opportunities open at a company in huge...
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Financial Planner
2 weeks ago
Colchester, United Kingdom Idex Full timeI have a fantastic opportunity in your region for a high quality, experienced Adviser/ Planner. At an Independent Chartered financial planning practice specialising in wealth management services for high-net-worth individuals and corporate services to company directors and their staff. Fantastic opportunities open at a company in huge growth mode, that has...
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Financial Planner
1 week ago
Greater Colchester Area, United Kingdom Nigel James Associates Ltd Full time £60,000 - £90,000 per yearRoleNigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group.This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing...
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Financial Planner
2 weeks ago
Colchester, United Kingdom Idex Full timeI have a fantastic opportunity in your region for a high quality, experienced Adviser/ Planner. At an Independent Chartered financial planning practice specialising in wealth management services for high-net-worth individuals and corporate services to company directors and their staff. Fantastic opportunities open at a company in huge growth mode, that has...
