Senior Financial Planner
2 months ago
Role
Nigel James Associates is pleased to be partnered with a leading national wealth manager to recruit for an experienced Financial Planner for their Brighton office. This is an exciting opportunity for a driven and ambitious advisor to join a growing team within a very progressive role. You will be passed a client book to begin with and then expected to utilise leads and build relationships with the Investment Managers and external professional introducers to grow your client book further. You must be highly motivated with a passion for success and have a keen interest in building business whilst offering top tier tailored advice to HNW/UHNW clients with complex cases. Our client is open to the level of experience for this role and are able to offer Director level for the right person.
Requirement
You will be an experienced Financial Adviser who has been signed off to give advice for at least 2 years. You will enjoy and have a strong passion for the networking and business development aspect of the role alongside delivering quality advice to HNW clients. Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement. It is essential you are approachable and personable with a natural demeanour for cultivating lasting relationships which will aid your success.
Why join?
This is an opportunity to join a fast growing and highly reputable wealth management company who are leaders within the industry. 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. Our client commits to nurturing talent and facilitates professional development. This particular role offers huge growth potential for the right person and great career scope which can progress to leadership positions, alongside a fantastic earning potential which will continue to increase as you develop/grow with the business.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more
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