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Financial Planner
2 weeks ago
Role Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office.
You will drive new business networking with internal stakeholders and external professional introducers.
This position calls for a highly motivated individual who is commercially driven, and will thrive within a dynamic, forward-thinking culture.
Requirement You will be an accomplished Financial Adviser with the experience of delivering quality advice to HNW clients, and ideally this would include individuals, families and business owners.
You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planning.
You will be professional yet have an approachable manner.
Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement.
Why join?
With acquisitions across the country this Financial Planning company have gone from strength to strength and expanding rapidly which provides a great opportunity and scope within the firm moving forward.
Their business is built on strong relationships, teamwork and tailoring their services to ensure a outstanding service for their clients.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more