Strategic Financial Planning Expert

23 hours ago


Hastings, East Sussex, United Kingdom Nigel James Associates Ltd Full time
Job Description

Nigel James Associates Ltd is proud to partner with a leading national wealth manager in securing a key financial planning hire within their Sussex team.

This role offers an exceptional chance for an ambitious professional to accelerate their career trajectory by developing financial planning clients across the business in a collaborative environment.

You will be working on building relationships, managing leads, and driving growth, ideal for someone highly professional and presentable. Level 4 qualified, preferably Chartered or pursuing Chartered status, you will provide holistic planning services to HNW clients.

The successful candidate will benefit from a hybrid working model, prioritising work-life balance, allowing employees to excel in their roles. The team atmosphere is supportive, providing the framework for success.

Key Highlights:

  • Join a top-tier financial services company recognised for its talent acquisition and employee satisfaction.
  • Develop your skills as a strategic financial planner in a dynamic environment.
  • Pursue a long-term career path with leadership opportunities.

What We Offer:

  • A competitive salary of £60,000 - £80,000 per annum, based on experience.
  • A comprehensive benefits package including pension scheme and performance-related bonuses.
  • Ongoing training and development opportunities.


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