Financial 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.

Requirement

You will be Level 4 qualified as a minimum but ideally Chartered or close to Chartered. You must have had at least 2 years (but ideally 3 years plus) experience of providing full holistic financial planning to HNW clients. This collaborative role requires you to have excellent communication skills and the ability to work in harmony in a team environment to enhance the overall client experience. You will need to have proven experience of networking with both internal and external stakeholders.

Why Join?

This is a fantastic opportunity to work within a cohesive team to achieve both team and personal results. 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. There are also various paths this role can take your career within the business.

What Next?

Please apply with your CV or contact one of our team to find out more



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