Financial Planning Director

3 weeks ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates Ltd is partnering with a leading global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients. It's an exceptional role for an experienced and accomplished professional who can deliver top-tier advice to elite clients.

Requirements

We are seeking a Chartered and/or Certified Financial Planner with expertise in managing HNW clients, handling complex financial cases with confidence. You will possess the gravitas to service and retain a substantial client portfolio, coupled with the ambition to expand it, contributing to the company's growth. You will need to be highly professional, presentable, and passionate about building strong, lasting relationships with your clients.

Why this role?

Our client is one of the industry's leading financial services companies known to truly reward talent and dedication. With a hybrid working policy and a strong emphasis on work/life balance, they create an environment where employees can thrive. The team dynamic is exceptional and as a company, they actively encourage development and growth.

What's next?

If you believe this role could be for you, please get in touch to find out more about this exciting opportunity.

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