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Divisional Director

2 months ago

Chelmsford, Essex, United Kingdom Nigel James Associates Ltd Full time

Role:

Nigel James Associates Ltd is proud to partner with a distinguished financial services firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team. As a Divisional Director, you will work with internal stakeholders to obtain new clients and continue to drive business forward.

Responsibilities:

  • Generate business through both internal networks and external professional relationships.
  • Deliver comprehensive, holistic financial planning advice to high-net-worth (HNW) clients.
  • Manage the complexities of detailed cases while effectively servicing and organically growing your client book.

Requirements:

  • Proven track record of delivering financial planning advice to HNW clients.
  • Chartered or Certified qualifications, with a minimum requirement of Level 4 DipFS.

Why join?

This position promises to be both challenging and rewarding, offering a diverse range of responsibilities that will enhance and expand your existing expertise. It is a fantastic opportunity to join a company with a great culture.

What to expect:

  • A dynamic and professional work environment.
  • A chance to work with a distinguished financial services firm.
  • A competitive salary and benefits package.