Senior Financial Planning Director
3 weeks ago
Position Overview
Nigel James Associates Ltd is excited to collaborate with a prestigious financial advisory firm, well-known for its exemplary standing in the industry. We are aiding them in the search for a Senior Financial Planning Director to join their esteemed financial advisory team. In this role, you will engage with internal partners to attract new clientele and propel business growth. This opportunity presents a blend of challenges and rewards, encompassing a variety of responsibilities that will further develop your professional skills.
Key Qualifications
The ideal candidate will possess substantial experience in Financial Planning, with a proven track record of generating business through both internal networks and external professional connections. A proactive and motivated approach is essential, along with a polished professional demeanor. You should be adept at delivering comprehensive financial planning advice to high-net-worth individuals. A keen interest in navigating intricate cases while managing and expanding a client portfolio is crucial. Chartered qualifications and/or Certified status are preferred, though a minimum of Level 4 DipFS is required.
Benefits of Joining
This organization is forward-thinking and embraces evolution. Relationships are central to their operations, whether concerning employees or clients. They foster a collaborative environment, which is integral to their corporate culture. A competitive base salary, along with bonuses and benefits, will be offered. Additionally, there will be ample opportunities for career advancement.
Next Steps
If you find this position aligns with your career aspirations, we encourage you to reach out for further information.
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