Financial Planning Director

1 month ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom ZipRecruiter Full time

Job Title: Financial Planning Director

Job Description:

Nigel James Associates is proud to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra high net worth (UHNW) clients.

Key Responsibilities:

  1. Develop and implement comprehensive financial plans for HNW and UHNW clients, leveraging expertise in complex financial cases.
  2. Build and maintain strong, lasting relationships with clients, ensuring exceptional customer service and satisfaction.

About the Company:

The company is a prestigious global financial services provider known for rewarding talent and dedication. With a hybrid working policy and a strong emphasis on work-life balance, they create an environment where employees can thrive. The team dynamic is exceptional, and the company actively encourages development and growth.


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