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Senior Financial Planner

1 month ago

Ledston, United Kingdom Nigel James Associates Ltd Full time

Role Nigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office.
The role will be to take over a sizeable existing client bank and build upon it.
You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/ UHNW clients.
This role is ideal for an experienced and seasoned Financial Adviser who understands the complexities of HNW/UHNW clients, who is professional and approachable with a can-do attitude.
Requirements You must be an experienced Financial Planner who at least five years' experience advising and have had exposure to providing high level/quality advice to HNW clients.
You must have the drive to want to build business as well as nurture existing clients.
Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.
Why join?
This business is highly reputable and one of the largest companies in the industry.
The role will offer a high basic salary plus bonuses and benefits.
There is a clear career path on offer and the opportunity to progress in seniority in the business as you grow in experience and stature.
Our client is extremely supportive and actively encourages further career development.
What next?
If you are a professional, experienced and driven Financial Planner who is looking for to join a market leader then please do apply or get in touch with one of our team to find out more.