Financial Planning Director

1 month ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full time
Director-Level Appointment in Financial Planning

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 Requirements

  • Chartered and/or Certified Financial Planner with expertise in managing HNW clients and handling complex financial cases with confidence.
  • Highly professional, presentable, and passionate about building strong, lasting relationships with clients.

Our client is a prestigious financial services company known for rewarding talent and dedication. They offer a hybrid working policy and a strong emphasis on work/life balance, creating an environment where employees can thrive.

The team dynamic is exceptional, and the company actively encourages development and growth.

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