Senior Financial Planning Manager

1 week 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 achieved significant success through acquisitions and expansion. As a senior member of the team, you will play a key role in shaping the company's future and driving its continued growth and success. Key responsibilities include:

* Developing and implementing business growth strategies
* Managing a team of Financial Planners
* Delivering high-quality advice to clients
* Building strong relationships with professional introducers

If you are a motivated and experienced Financial Adviser looking for a new challenge, this could be the ideal opportunity for you. Apply now to take your career to the next level and join a dynamic and successful team.



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