Financial Service Planner

3 days ago


United Kingdom Nigel James Associates Ltd Full time

Role We have been appointed by one of the country’s leading wealth managers to recruit an experienced Financial Planner to work within one of their niche teams based in London. Your focus will be providing advice to Big 4 Partners at pre-retirement and post-retirement stage. They are seeking somebody to work alongside the Investment Managers in the team, providing ongoing advice to these select clients.

You must have had at least 2 years (but ideally 3 years plus) experience of providing full holistic financial planning to HNW clients. You will need to have proven experience of networking with both internal and external stakeholders.

There is clear career progression in place for this role and you have the opportunity to work within a company that recognises individual efforts within a team environment.



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