Senior Financial Planner
4 days ago
As a key member of the Nigel James Associates Ltd team, you will play a pivotal role in helping high net worth individuals achieve their financial goals. With a strong focus on business development and relationship building, this exciting opportunity will see you working closely with investment managers and professional introducers to grow your client base.
Key Responsibilities:
- Building and maintaining strong relationships with clients and key stakeholders
- Identifying and pursuing new business opportunities
- Providing expert financial planning advice to high net worth individuals
- Working collaboratively with the team to achieve business objectives
Requirements:
- Significant experience in financial planning and wealth management
- Strong business development and relationship building skills
- Ability to work in a fast-paced environment and meet deadlines
- Chartered or Certified qualifications (Level 4 DipFS minimum)
What We Offer:
- A competitive salary and bonus structure
- Opportunities for professional development and growth
- A dynamic and supportive team environment
- A chance to work with a leading national wealth manager
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