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Divisional Director
2 months ago
Role Overview
Nigel James Associates Ltd is proud to partner with a distinguished financial planning firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team.
Key Responsibilities
- Work with internal stakeholders to obtain new clients and continue to drive business forward.
- Develop and implement strategies to generate business through internal networks and external professional relationships.
- Deliver comprehensive, holistic financial planning advice to high-net-worth (HNW) clients.
- Manage the complexities of detailed cases while effectively servicing and organically growing your client book.
Requirements
- Proven track record of delivering financial planning advice to HNW clients.
- Chartered or Certified qualifications, with a minimum requirement of Level 4 DipFS.
- Dynamic, driven, and consistently professional approach.
Why This Role?
This position promises to be both challenging and rewarding, offering a diverse range of responsibilities that will enhance and expand your existing expertise. It is a fantastic opportunity to join a company with a great culture.
What's Next?
If you believe this role could be for you, please get in touch to find out more.
