Director, Financial Planning

6 days ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time
Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

We are partnered with one of the UK's top wealth managers to source an experienced and senior Financial Planner to join their Surrey office.

Requirements

  • You will be at least Level 4 qualified but ideally Chartered, if not working towards Chartered Status.
  • You will be used to providing advice to a level of HNW clients (£750k/£1m plus) and experienced in dealing with complex needs/cases.
  • Our client is seeking somebody that has strong business development acumen and has connections (with professional connections and others) which they could leverage to bring in new clients.
  • If you had a particular niche advice area that you have worked/specialised in this would be advantageous.
  • You will need to have exposure to tax efficient advice products/vehicles including providing advice on EIS's and VCT's.

This is a brilliant opportunity to work for one of the leading employers in the industry. For the right person, our client would look to award an attractive £six figure basic plus company benefits. Bonuses are based on revenue and AUM and can be significant. There is plenty of scope on offer with this company moving into leadership/management if this is something of interest.

What next?

If you have the desired skillset and experience for the role and would like to apply please do send through a most recent copy of your CV. If you would like to find out more about the role please do get in touch.

Seniority level

Director

Employment type

Full-time

Job function

Business Development, Consulting, and Strategy/Planning

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