Senior Financial Planner

23 hours ago


Co West Midlands, United Kingdom Nigel James Associates Ltd Full time

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. You will be given some HNW clients to help you on your way. Your target clients will be both HNW and UHNW individuals, therefore 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.

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.

They promote a hybrid working model that prioritises a healthy work/life balance, recognising the importance of employee wellbeing in achieving professional goals. 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.



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