Financial Planning and Strategy Director

3 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full time

Job Opportunity

Nigel James Associates Ltd Partnership

Director-level Appointment

Nigel James Associates Ltd 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.

Key Responsibilities

  • Manage a complex client portfolio, handling high net worth and ultra high net worth clients with confidence.
  • Develop and implement effective financial planning strategies to meet client needs.
  • Build and maintain strong, lasting relationships with clients.
  • Collaborate with the financial planning team to achieve business objectives.

Requirements

Ideal Candidate

  • Chartered and/or Certified Financial Planner with expertise in managing high net worth clients.
  • Highly professional, presentable, and passionate about building strong relationships with clients.
  • Ability to work in a hybrid environment and prioritize work-life balance.

About the Company

The company is a leading financial services provider known for rewarding talent and dedication. They offer a hybrid working policy, a strong emphasis on work-life balance, and an exceptional team dynamic. The company actively encourages development and growth, providing opportunities for employees to thrive.



  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones, we are dedicated to investing in the future of our employees. We provide a fulfilling work environment and are committed to nurturing talent, offering clear pathways for career advancement and opportunities to share in our success.Position Overview:Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones, we are dedicated to fostering a supportive environment that invests in the future of our employees. We are committed to nurturing talent and providing opportunities for career advancement, ensuring that our team members can thrive alongside the success of our organization.Position Overview:Title: ParaplannerDepartment:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job DescriptionCompany Overview:At Rathbones, we are dedicated to fostering a fulfilling work environment. We believe in investing in the future of our employees, providing opportunities for growth and development. Our commitment to nurturing talent ensures that you can build a successful career with clear pathways for advancement.Position Overview:Role:...

  • Financial Director

    2 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom MacGregor Black Full time

    Job DescriptionHead of FinanceMacGregor Black is seeking a highly skilled and experienced Financial Director to lead the finance function of a fast-growing consumer products company. As a key member of the executive team, you will be responsible for driving the company's financial strategy and ensuring the successful execution of its business plans.Key...

  • Financial Director

    2 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom MacGregor Black Full time

    Job DescriptionHead of FinanceMacGregor Black is seeking a highly skilled and experienced Financial Director to lead the finance function of a fast-growing consumer products company. As a key member of the executive team, you will be responsible for driving the company's financial strategy and ensuring the successful execution of its business plans.Key...

  • Financial Director

    2 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    Job Summary:KCR Solutions is seeking a highly skilled and experienced Financial Controller to join our team. As a key member of our senior management team, you will be responsible for overseeing our global financial operations and driving business growth through strategic financial planning and analysis.Key Responsibilities:Financial Planning and Analysis:...

  • Financial Director

    6 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    Job Summary:KCR Solutions is seeking a highly skilled and experienced Financial Controller to join our team. As a key member of our senior management team, you will be responsible for overseeing our global financial operations and driving business growth through strategic financial planning and analysis.Key Responsibilities:Financial Planning and Analysis:...

  • Financial Director

    7 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    Job Summary:KCR Solutions is seeking a highly skilled and experienced Financial Controller to join our team. As a key member of our senior management team, you will be responsible for overseeing our global financial operations and driving business growth through strategic financial planning and analysis.Key Responsibilities:Financial Planning and Analysis:...

  • Financial Director

    2 days ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    Job Summary:KCR Solutions is seeking a highly skilled and experienced Financial Controller to join our team. As a key member of our senior management team, you will be responsible for overseeing our global financial operations and driving business growth through strategic financial planning and analysis.Key Responsibilities:Financial Planning and Analysis:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full time

    Job SummaryNigel James Associates Ltd is seeking a highly experienced and accomplished Financial Planning Director to join their prestigious global financial services company. 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.About the RoleThis...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full time

    Job SummaryNigel James Associates Ltd is seeking a highly experienced and accomplished Financial Planning Director to join their prestigious global financial services company. 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.About the RoleThis...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our clients and our employees. We strive to cultivate talent and provide a fulfilling career path with opportunities for advancement and shared success.Position Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole Summary:As a Paraplanner, you...

  • Financial Director

    16 hours ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    KCR Solutions is partnering with a rapidly expanding industrial company based in the North East of England to find a Financial Director. As the head of the finance function, you will oversee a small team and take full responsibility for the company's financial operations. Key Responsibilities: Preparation of monthly management accounts and financial reports...

  • Financial Director

    18 hours ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    KCR Solutions is partnering with a rapidly expanding industrial company based in the North East of England to find a Financial Director. As the head of the finance function, you will oversee a small team and take full responsibility for the company's financial operations. Key Responsibilities: Preparation of monthly management accounts and financial reports...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job DescriptionCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We foster a nurturing environment that encourages growth and development, providing clear pathways for career advancement and opportunities to share in our collective success.Position Overview:Role: ParaplannerDepartment: Financial PlanningContract...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We foster an environment that encourages growth and offers clear pathways for career advancement, ensuring that everyone can share in the success of our organization.Position Title: ParaplannerDepartment: Financial PlanningWork Arrangement: Hybrid model...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones, we are dedicated to investing in the future of our clients and our employees. We foster a supportive environment that encourages growth and development, offering clear career progression paths and opportunities to share in our collective success.Position Overview:Role: ParaplannerDepartment: Financial PlanningContract Type:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We provide a supportive environment that fosters career development and offers clear pathways for progression, allowing you to share in our collective success.Position Summary:Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job DescriptionCompany Overview:At Rathbones, we are dedicated to fostering a supportive environment that invests in the future of our employees. We prioritize the development of talent and offer clear pathways for career advancement, ensuring that our team members can thrive alongside the success of our organization.Position Overview:Role:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Atelerix Ltd. Full time £40,000 - £60,000

    About the RoleWe are seeking a highly skilled and experienced Sales Manager to join our team at Atelerix Ltd. as the Sales Director, Retail Planning and Strategy. This is an exciting opportunity to lead our sales efforts and drive business growth in the bioscience industry.Key ResponsibilitiesDevelop and execute sales plans to achieve ambitious revenue goals...