Financial Advisor/Director

3 days ago


United Kingdom Nigel James Associates Ltd Full time

Role Nigel James Associates are partnered with a standout wealth management company who have a great reputation in the industry, to help them secure a senior level appointment into their financial planning team. Alongside providing financial advice to your existing clients you will be required to grow your client book through business development, via client referrals, and internal/external networking with stakeholders and professional introducers.

You will be a Level 4 qualified professional, or close to Chartered and/or Certified Financial Planner. You must be technically astute but commercial in your approach. You will be used to providing full holistic financial planning advice to HNW and UHNW clients. Our client has a hybrid working policy in place and believe that a work/life balance is important. They have a great culture which they continually strive to improve. There is plenty of scope for career progression on offer and our client believes in rewarding great talent.


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