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Senior Financial Planner

2 months ago


London UK, UK, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates have been assigned by a top wealth management company to secure an experienced Financial Planner for their Financial Planning division to be based in London.


Requirements

You will be an experienced Financial Planner that is used to dealing with HNW clients who have complex needs. You will demonstrate a level of gravitas to deal with this type of client. Although a client book will be provided our client is seeking somebody that enjoys the business development aspect of the role and is able to network at high level with contacts (including professional connections) to bring in new revenue. You will be technical astute and ideally be Chartered, if not very close to achieving Chartered.


Why join?

This is an opportunity to join a wealth management company that are leaders within the niche area of clientele they advise. For the right person they would look to offer an attractive and competitive basic salary, corporate benefits and bonuses based on individual and company performances. Plenty of career opportunity will be provided with various layers of promotion available as you gain further seniority in the business. This may include a company LTIP.


What next?

If you have the relevant skills and experience, and this role is of interest, please do apply. Alternatively, do not hesitate to contact us for further information.