Financial Planner

2 months ago

Bedford, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates are thrilled to be partnered with a well-established, leading IFA practice. They are looking for an experienced Financial Planner to take over an existing client bank. There will be no expectations to heavily grow the portfolio but your future overall salary package will be determined by the overall revenue of the book so it would help if you have a natural aptitude to business develop. Providing a quality and professional service to HNW clients is the main criteria to the role.


Requirement

You will be an experienced Financial Planner that has been signed off to give advice for at least 3 years and used to dealing with HNW clients. Ideally, you will hold Chartered or be close to achieving (max 2 units off). This role requires someone personable and approachable with the ability to give tailored financial advice.


Why join?

This is an opportunity to join a brilliant local Financial Planning company with a fantastic reputation. You will be awarded a generous salary/package with brilliant bonus potential. They have a great company culture and are able to offer ample career opportunities. They pride themselves on looking after their staff’s wellbeing and offer a health work/life balance which encourages both personal and professional development. They provide a hybrid working structure giving you the ability to split your working time between home and the office.


What next?

If you are interested in this opportunity and meet the required to criteria to suitable then please either apply or get in touch to find out more.

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