Senior Financial Planner
1 month ago
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 which will see you inherit part of a portfolio of HNW clients. Given you will be working with both HNW and UHNW individuals, 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
-
Senior Financial Planner Opportunity
1 month ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with average values in excess of £1million.Key Highlights:Base salary £100,000 - £140,000 with bonuses, share...
-
Senior Financial Planner Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Hymans Robertson Full timeThe RoleWe are seeking a skilled Senior Financial Planner Professional to join our team at Hymans Robertson. The successful candidate will be responsible for building their own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.Key ResponsibilitiesGenerate new business and build introducer...
-
Senior Planner
6 months ago
Birmingham, United Kingdom O'Neill and Brennan Full timeO’Neill & Brennan are working with a key client (Mixed Use Developer) in response to a Senior Planner requirement in Birmingham. This business is financially solid, specialising in maximising value for customers, with an uncompromising focus on safety and quality. They have a proven track record in its core markets: they are also experts in sustainability...
-
Associate Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeTake your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner. As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework. This is an excellent...
-
Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Ferguson Dean Full timeJob Title:Financial PlannerAbout the Role:A Chartered Financial Planning firm, Ferguson Dean, is seeking a skilled Financial Planner to join their team. As an Adviser, you will work with an existing client portfolio, providing financial planning advice and managing a portfolio of approximately £25m AUM.Key Responsibilities:Providing Financial Planning...
-
Financial Planner
4 weeks ago
Birmingham, United Kingdom Greatmans Consulting Ltd Full timeJob Description Financial Planner - HNW leads provided
-
Associate Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeA forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning. This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an...
-
Senior Planner
2 weeks ago
Birmingham, United Kingdom Jam Recruitment Full timeJob Title: Senior Planner Location: Birmingham – hybrid working Salary: Up to £80,000p/a (DOE) + Company Car or Car Allowance The Company A leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team.This is a hybrid working role and is a great opportunity to work for a...
-
Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeMy client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city. As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services...
-
Senior Planner
2 days ago
Birmingham, United Kingdom JAM Recruitment Full time €80,000Job Title: Senior Planner Location: Birmingham – hybrid working Salary: Up to £80,000p/a (DOE)+ Company Car or Car Allowance The Company A leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a...
-
Senior Planner
2 weeks ago
Birmingham, United Kingdom JAM Recruitment Full timeJob Title: Senior PlannerLocation: Birmingham – hybrid workingSalary: Up to £80,000p/a (DOE)+ Company Car or Car AllowanceThe CompanyA leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a leader in...
-
Senior Planner
2 days ago
Birmingham, United Kingdom JAM Recruitment Full timeJob Title: Senior Planner Location: Birmingham – hybrid working Salary: Up to £80,000p/a (DOE) + Company Car or Car Allowance The Company A leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a...
-
Senior Planner
2 weeks ago
Birmingham, United Kingdom JAM Recruitment Full timeJob Title: Senior PlannerLocation: Birmingham – hybrid workingSalary: Up to £80,000p/a (DOE)+ Company Car or Car AllowanceThe CompanyA leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a leader in...
-
Senior Planner
2 weeks ago
Birmingham, United Kingdom JAM Recruitment Full timeJob Title: Senior PlannerLocation: Birmingham – hybrid workingSalary: Up to £80,000p/a (DOE)+ Company Car or Car AllowanceThe CompanyA leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a leader in...
-
Senior Planner
2 weeks ago
Birmingham, United Kingdom JAM Recruitment Full timeJob Title: Senior PlannerLocation: Birmingham – hybrid workingSalary: Up to £80,000p/a (DOE)+ Company Car or Car AllowanceThe CompanyA leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a leader in...
-
Senior Planner
2 days ago
Birmingham, United Kingdom JAM Recruitment Full time €80,000Job Title: Senior Planner Location: Birmingham – hybrid working Salary: Up to £80,000p/a (DOE)+ Company Car or Car Allowance The Company A leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity to work for a...
-
Senior Planner
3 days ago
Birmingham, United Kingdom People 3 Construction Full timeSenior Planner - Birmingham We are looking for an highly experienced Senior Planner to join our client and their Construction West Team in Birmingham - focussing on high profile, technically complex projects across multiple sectors.This role is an ideal opportunity to progress in your career as part of a talented, diverse and supportive team!As a Senior...
-
Senior Planner
2 weeks ago
Birmingham, United Kingdom JAM Recruitment Full timeJob Description Job Title: Senior Planner Location: Birmingham – hybrid working Salary: Up to £80,000p/a (DOE) + Company Car or Car Allowance The Company A leader in the construction and industrial sector is looking for a Senior Planner to work in their office in Birmingham as part of their team. This is a hybrid working role and is a great opportunity...
-
Senior Planner
6 months ago
Birmingham, United Kingdom Navartis Full time**Senior Planner - Construction** Location: Birmingham Company: Main Contractor / Construction **Salary**: Up to £75,000 Benefits: Car or allowance plus comprehensive benefits package **The Opportunity**: Due to a number of recent contract awards, a leading tier 1 contractor is looking for a Senior Planner to join their Midlands team. This company has...
-
Senior Financial Planner
2 weeks ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned Financial Advisor seeking a new challenge? Premier Jobs UK Limited is recruiting for an experienced IFA to join their team in Birmingham. As a Financial Advisor with this firm, you will have the opportunity to work with a highly respected IFA company that prioritizes client satisfaction and professional growth.">">The role involves working...
