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Senior Financial Planner
2 months ago
Role
Nigel James Associates is pleased to partner with a prestigious financial planning firm, highly regarded for its outstanding market reputation. We are assisting them in securing a Senior Financial Planner appointment within their financial planning team. In this role, you will work closely with internal stakeholders to acquire new clients and drive business growth. This position offers a challenging and rewarding opportunity, with a diverse set of responsibilities that will both enhance and broaden your expertise.
Requirement
As a seasoned Financial Planning professional, you will excel at generating business through both internal networks and external professional relationships. Your approach will be dynamic, driven, and consistently professional, reflecting your commitment to excellence. You will possess a strong track record of providing comprehensive, holistic financial planning advice to high-net-worth (HNW) clients. Your expertise will be evident in managing complex cases, delivering tailored solutions, alongside having the drive to expand your client book and industry connections. Ideally, you will hold Chartered or Certified qualifications, with a minimum requirement of Level 4 DipFS.
Why join?
This is a client who recognises drive and determination. In return they will offer a fantastic place to work with a great culture and plenty of career progression. They are on an expansion drive and keen to secure dynamic individuals to help the overall growth of the business. It is an exciting time to join.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more
