Role

Nigel James Associates is excited to partner with a top national wealth manager to secure an experienced Director, Financial Planner for their Birmingham office. Due to succession planning they are looking for someone to take over some existing HNW clients, alongside working closely with the Investment Managers and external stakeholders to continue to grow your portfolio. We are seeking a motivated Financial Planner who is looking to work for one of the top brands in the industry and enjoys providing advice to HNW clients as well as networking to build business.

Requirement

This role requires a proactive approach to driving growth while delivering exceptional service to clients. You will be Level 4 qualified, with a preference for those who are Chartered or actively pursuing Chartered status. Experience working with HNW clients and offering comprehensive, holistic financial planning is essential. If you worked within a particular client niche such as entrepreneurs/business owners, this would be advantageous but not essential. Our client values professionalism, strong people skills, and a genuine commitment to fostering long-term, meaningful relationships.

Why join?

Our client is known for recognising and rewarding exceptional talent and dedication. They offer a flexible hybrid working model, appreciating the seniority of the role while prioritising work-life balance to help their employees thrive. The team environment is highly supportive, offering a strong foundation for your success. This is a senior role in the business and therefore the compensation on offer is reflective of this; £six figure basic salary plus bonuses based on overall performance and overall client revenue, plus corporate benefits on top.

What next?

This is a brilliant opportunity to work for one of the country's leading companies within the industry that are highly progressive providing extensive career scope who award people on their effort and success. If you are an experienced Financial Planner who enjoys providing advice to HNW clients and continuously forging relationships with top professionals, then please do apply or contact us to find out more.