Financial Planning Director
1 month ago
Role
Nigel James Associates Ltd is proud 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. It's an exceptional role for an experienced and accomplished professional who can deliver top-tier advice to elite clients. For the right individual, this position offers significant career scope and earnings.
Requirements
Ideally, you are a Chartered and/or Certified Financial Planner with the expertise to manage HNW clients, handling complex financial cases with confidence. You will possess the gravitas to service and retain a substantial client portfolio, coupled with the ambition to expand it, contributing to the company's growth. You will need to be highly professional, presentable, and passionate about building strong, lasting relationships with your clients.
Why this role?
Our client is one of the industry's leading financial services companies known to truly reward talent and dedication. With a hybrid working policy and a strong emphasis on work/life balance, they create an environment where employees can thrive. The team dynamic is exceptional and as a company they actively encourage development/growth.
What's next?
If you believe this role could be for you then please get in touch to find out more
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