Director of Financial Services

6 days ago


Essex, United Kingdom Nigel James Associates Ltd Full time
Job Description

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 comprehensive financial planning strategies to meet the needs of high-net-worth clients.
  • Manage complex financial cases and provide holistic financial planning advice to clients.
  • Build and maintain strong relationships with clients and internal stakeholders.

Requirements

  • Proven track record of delivering financial planning services to high-net-worth clients.
  • Chartered or Certified qualifications, with a minimum requirement of Level 4 DipFS.
  • Strong business development skills and ability to generate new business opportunities.
  • Excellent communication and interpersonal skills.

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 and contribute to the success of a leading financial planning firm.



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