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Wealth Planner
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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...
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Wealth Planner
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London, United Kingdom Nigel James Associates Ltd Full timeJob Description 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....
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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...
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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...
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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...
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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...
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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
4 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.RequirementThe 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
