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Senior Financial Planning Professional
2 months ago
Nigel James Associates Ltd is proud to partner with a renowned financial planning firm, recognized for its exceptional market standing. We are assisting them in securing a Senior Financial Planner position within their financial planning team. As a seasoned Financial Planning professional, you will excel at generating business through both internal networks and external professional relationships. You will possess a strong track record of providing comprehensive, holistic financial planning advice to high-net-worth (HNW) clients. In return, they will offer a fantastic work environment with a great culture and ample career progression opportunities. They are on an expansion drive and keen to secure dynamic individuals to contribute to the overall growth of the business. Key responsibilities will include developing and maintaining strong relationships with clients, identifying and pursuing new business opportunities, and providing expert financial planning advice to ensure clients' financial goals are met. If you are a motivated and experienced Financial Planning professional looking for a new challenge, this could be the ideal opportunity for you.
