Financial Planning Director
4 days ago
Role Overview
Nigel James Associates Ltd is delighted to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team. This exceptional opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients. It's an ideal role for an experienced and accomplished professional who can deliver top-tier advice to elite clients.
Key Responsibilities
- Manage a substantial client portfolio, handling complex financial cases with confidence and expertise.
- Deliver high-quality advice to HNW and UHNW clients, building strong, lasting relationships and driving client satisfaction.
- Contribute to the company's growth by expanding the client portfolio and developing new business opportunities.
- Collaborate with the financial planning team to develop and implement effective financial strategies for clients.
Requirements
To be successful in this role, you will need to be a Chartered and/or Certified Financial Planner with a proven track record of managing HNW clients. You will possess the gravitas to service and retain a substantial client portfolio, coupled with the ambition to expand it. You will need to be highly professional, presentable, and passionate about building strong relationships with clients.
Why Nigel James Associates Ltd?
Our company is a leading recruitment agency in the financial services sector, known for our expertise and dedication to delivering exceptional results. We create an environment where employees can thrive, with a strong emphasis on work/life balance and opportunities for growth and development.
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