Senior Financial Planning Team Manager

2 months ago


Surrey, United Kingdom Nigel James Associates Ltd Full time

Role Overview

Nigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a dual role where you will manage a team of Financial Planners and also manage a client portfolio, providing expert advice and guidance.

Key Responsibilities

  • Lead and mentor a team of Financial Planners to achieve their full potential
  • Manage a client portfolio, providing expert advice and guidance
  • Drive new business development through networking with professional introducers
  • Contribute to the overall growth and success of the company

Requirements

  • Accomplished Financial Adviser with experience in managing a team of Financial Planners
  • Commercially driven and able to thrive in a dynamic, forward-thinking culture
  • Professional yet approachable manner
  • Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement

About the Company

Nigel James Associates Ltd is a leading financial planning firm with a strong reputation for delivering high-quality services to their clients. The company is built on strong relationships, teamwork, and a commitment to excellence.

What We Offer

  • A dynamic and forward-thinking work environment
  • Opportunities for career growth and development
  • A competitive salary and benefits package


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