Financial Director

2 weeks 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 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.

We are seeking a Chartered and/or Certified Financial Planner with expertise in managing HNW clients, handling complex financial cases with confidence.

The ideal candidate will be highly professional, presentable, and passionate about building strong, lasting relationships with clients.

Our client is a leading financial services company 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 as a company, they actively encourage development and growth.


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