Role

Nigel James Associates are working with one of the fastest growing professional services businesses in the UK. We are looking to secure a Senior Financial Planner hire into their wealth management arm, to be based in London. There will be an existing portfolio of HNW clients to take over. You will effectively manage the clients that you acquire and work closely with the accountancy business to grow your portfolio in a steady/professional manner. Our client isn’t heavily target orientated and believe that growth comes through providing quality service and doing the right thing. Full admin and paraplanning will be provided.

Requirements

To be considered for this role you must be qualified Financial Planner that has at least 3 years plus experience of advising. If you are Chartered qualified this would be advantageous but necessary. You will be a team player as you this company insists on collaboration with your peers as well as working with the wider business/stakeholders.

Why join?

This is a truly standout company in the industry offering a ‘fresh’ approach. They have a brilliant culture and are a highly enjoyable company to work for. They are growing so there will definitely be opportunities to progress throughout your career in the business. Our client will offer a competitive salary; bonuses are based on a validation structure where you will receive a percentage of new and existing revenue after this is hit. You will also receive a full suite of company benefits on top.

What’s next?

If you believe this could be the next role for you then please do get in touch or apply!