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
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