Senior Wealth Manager

3 weeks ago


Birmingham, Birmingham, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates Ltd is thrilled to partner with a leading national wealth management firm to recruit for an experienced Senior Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client portfolio with the primary focus on new business.

**Job Summary**

The ideal candidate will have a good level of experience working with high-net-worth clients, with a keen understanding of their specific financial needs and the ability to provide a premium level of service. A strong ambition to succeed, combined with a natural aptitude for building long-lasting relationships with Investment Managers and professional introducers, will ensure your success.

**Key Responsibilities:**

  • Develop and maintain a client book with a focus on new business
  • Provide tailored, high-quality financial advice for clients with complex needs
  • Nurture relationships with Investment Managers and professional introducers

**Benefits:**

  • Huge growth potential for the right person
  • Fantastic earning potential
  • Premium salary package (£80,000 - £120,000)
  • Award-winning company culture
  • Exceptional team dynamics


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