Wealth Planner
2 weeks ago
Role
Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a brilliant opportunity, offering significant growth potential and highly competitive earnings. We are thrilled to partner with this prestigious business in the search for the ideal candidate.
Requirement
The ideal candidate for this role will have been signed off to give to advice for 1-3 years working with HNW-UHNW clients with more advanced advice needs, including working with family office companies, trusts, intergenerational wealth needs and tax planning. You will excel at providing personalised advice tailored to the unique needs of each client, ensuring a premium level of service. In addition, you will be adept at building long-lasting relationships and will have a natural ability to generate business through networking and professional connections. Your capacity to cultivate these relationships will be key to driving success in this role.
Why join?
Our client is one of the leading companies within this space with a fantastic reputation. They promote a hybrid work model that prioritises a healthy work-life balance, recognising the importance of employee wellbeing in achieving professional success. The collaborative team environment is exceptional, with a strong focus on mentorship and support. Moreover, the company is dedicated to facilitating continuous personal and professional development, ensuring that employees are equipped to thrive. This commitment to cultivating talent makes it an incredibly fulfilling place to work.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more
-
Wealth Planner
5 months ago
London, United Kingdom Barclays Full time**Wealth Planner** **London** This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth...
-
Wealth Planner
5 months ago
London, United Kingdom Barclays Full time**Wealth Planner** **London** This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you’ll join a team of...
-
Wealth Planner
2 months ago
London, United Kingdom mbf Full timeAbout the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...
-
Wealth Planner
2 months ago
Greater London, United Kingdom mbf Full timeAbout the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...
-
Wealth Planner
2 months ago
London, UK, UK, United Kingdom mbf Full timeAbout the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...
-
Wealth Planner
2 weeks ago
Greater London, United Kingdom mbf Full timeJob Description About the Company: We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the...
-
Wealth Associate
5 months ago
London, United Kingdom MASECO Private Wealth Full timeThe is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...
-
Wealth Planner
5 months ago
London, United Kingdom Schroders Full timeAbout Schroders We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we've been around for over 200 years, but we keep adapting as society and technology change. What doesn't...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Fiorito Wealth Management Full timeRole OverviewFiorito Wealth Management is seeking a skilled Financial Planner to join our team of specialists within Private Bank and Wealth Management. As a Wealth Management Specialist, you will play a key role in helping clients create clear financial plans for their future through a full-service offering, including financial planning, investment...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Fiorito Wealth Management Full timeRole OverviewFiorito Wealth Management is seeking a skilled Financial Planner to join our team of specialists within Private Bank and Wealth Management. As a Wealth Management Specialist, you will play a key role in helping clients create clear financial plans for their future through a full-service offering, including financial planning, investment...
-
Wealth Planner
5 months ago
London, United Kingdom mbf Full timeAbout the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As a...
-
Wealth Planner
5 months ago
London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
-
Financial Planner
3 weeks ago
London, United Kingdom JJ SEARCH LIMITED Full timeJob DescriptionSalary: 60-75K salaryThe Client Our client is a highly successful and ambitious Investment Management and Wealth Management firm.The Role This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build...
-
Wealth Planner
1 month ago
London, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a brilliant...
-
Wealth Planner
1 month ago
London,, UK, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a brilliant...
-
Wealth Planner
2 weeks ago
london, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a...
-
Wealth Planner
5 months ago
Greater London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
-
Wealth Planner
5 months ago
Greater London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
-
Wealth Planner
5 months ago
Greater London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
-
Wealth Planner
5 months ago
London, UK, UK, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
