Financial Planning Team Strategist

3 weeks ago


Surrey, United Kingdom Nigel James Associates Ltd Full time

Role:

Nigel James Associates Ltd is pleased to partner with an award-winning, expanding financial planning firm in Surrey to recruit an experienced Financial Planning Team Leader for their office. This dual role involves managing a client portfolio of your own, providing expert advice, and driving business development through professional introducers. You will lead and mentor your team to reach its full potential, consistently delivering quality advice to high net worth clients.

Requirement:

You will be an accomplished Financial Adviser with experience managing a team of Financial Planners. You will enjoy networking and business development, alongside delivering quality advice to high net worth clients. You will be professional yet approachable, holding senior positions within the business to help deliver company-wide objectives. Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement.

Why Nigel James Associates Ltd?

This financial planning company has undergone acquisitions across the country, expanding rapidly and providing a great opportunity for growth and success. Their business is built on strong relationships, teamwork, and tailoring services to deliver an outstanding client experience.

What's Next:

If this role aligns with your expertise and career aspirations, please get in touch to learn more about this exciting opportunity.



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