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Financial Planning and Strategy Director

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full time

Job Opportunity

Nigel James Associates Ltd Partnership

Director-level Appointment

Nigel James Associates Ltd is delighted to partner with a prestigious 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

  • Manage a complex client portfolio, handling high net worth and ultra high net worth clients with confidence.
  • Develop and implement effective financial planning strategies to meet client needs.
  • Build and maintain strong, lasting relationships with clients.
  • Collaborate with the financial planning team to achieve business objectives.

Requirements

Ideal Candidate

  • Chartered and/or Certified Financial Planner with expertise in managing high net worth clients.
  • Highly professional, presentable, and passionate about building strong relationships with clients.
  • Ability to work in a hybrid environment and prioritize work-life balance.

About the Company

The company is a leading financial services provider known for rewarding talent and dedication. They offer a hybrid working policy, a strong emphasis on work-life balance, and an exceptional team dynamic. The company actively encourages development and growth, providing opportunities for employees to thrive.