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Financial Planner

3 months ago

Middlesbrough, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates are delighted to be partnered with an international wealth manager who are currently seeking an experienced Financial Planner to join their Teesside office.


Requirements

To be considered for the role you will need to have at least 3 years’ experience of providing advice to mass affluent to HNW clients. You will be given an existing book of clients to manage so strong relationship skills are required. These are predominantly COP/Clinical Negligence clients so ideally we are seeking somebody that has strong tax exposure and has worked with solicitors. You will need to be at least Level 4 qualified and ideally working towards becoming Chartered if not Chartered already.


Why join?

This is an opportunity to join one of the fastest growing companies in the industry constantly capturing a wider footprint across the UK. For the right candidate our client would pay a competitive basic salary plus bonuses which are formulaic, and you will be rewarded on both recurring and new fee income. Corporate benefits will also be provided.


What next?

If you have the relevant skills and experience and looking for a new opportunity, then please apply