Expert Wealth Advisor

2 days ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time

About the Job:

Nigel James Associates Ltd is seeking an Expert Wealth Advisor to provide full financial planning services to high net worth clients. The ideal candidate will have extensive experience in wealth management and be able to develop tailored financial plans for each client.

Key Tasks:

  • Work closely with clients to understand their financial goals and aspirations
  • Develop comprehensive financial plans, including investment strategies and risk management
  • Build strong relationships with clients and other stakeholders

Qualifications and Experience:

  • Level 4 qualification as a minimum (ideally Chartered or close to Chartered)
  • At least 2 years of experience in providing financial planning services to HNW clients
  • Excellent communication and interpersonal skills

What We Offer:

This opportunity provides a chance to work with a prestigious firm, achieve career growth, and contribute to a dynamic team.

Salary Range: £80,000 - £110,000 per annum



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