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Divisional Director
2 months ago
Role
Nigel James Associates is proud to partner with a distinguished financial planning firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team. You will work with internal stakeholders to obtain new clients and continue to drive business forward.
Requirement
As an experienced Financial Planning professional, you will excel in generating business through both internal networks and external professional relationships. Your approach will be dynamic, driven, and consistently professional. You will have a proven track record of delivering comprehensive, holistic financial planning advice to high-net-worth (HNW) clients. You thrive on managing the complexities of detailed cases while effectively servicing and organically growing your client book. Ideally, you will hold Chartered or Certified qualifications, with a minimum requirement of Level 4 DipFS.
Why join?
This position promises to be both challenging and rewarding, offering a diverse range of responsibilities that will enhance and expand your existing expertise. It is a fantastic opportunity to join a company with a great culture.
What next
If you believe this role could be for you then please either apply or get in touch to find out more