HNW and UHNW Wealth Advisor
2 weeks ago
Nigel James Associates Ltd is recruiting a seasoned Financial Services Lead Professional to join their client's financial planning team. As a lead professional, you will be responsible for developing and maintaining strong relationships with HNW and UHNW clients, providing them with expert financial planning advice.
Estimated Salary: £90,000 - £130,000 per annum
Key Accountabilities- Deliver high-quality financial planning services to clients.
- Grow your client base through referrals and business development.
- Relevant qualifications, such as Level 4 or close to Chartered and/or Certified Financial Planner.
- Proven track record of providing complex financial advice.
Our client promotes a culture that values collaboration, innovation, and individual contributions. They offer flexible working arrangements, opportunities for growth, and recognition of outstanding performance.
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