Senior Financial Planning Manager

2 weeks ago


Surrey, United Kingdom Nigel James Associates Ltd Full time

Nigel James Associates Ltd is proud to partner with a leading financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. As a seasoned Financial Adviser, you will drive new business growth through strategic networking with professional introducers. You will be responsible for managing a team of Financial Planners, delivering high-quality advice to high-net-worth clients, and contributing to the company's overall objectives. With a strong focus on teamwork and client relationships, this financial planning company has experienced rapid growth through strategic acquisitions, providing a unique opportunity for career advancement. As a senior member of the team, you will work closely with other managers to drive business success and enhance the company's reputation. If you are a motivated and experienced Financial Planning professional looking to take your career to the next level, this is an exciting opportunity to join a dynamic and expanding financial planning firm.



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