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Senior Financial Planner (Director Level), Wokingham
Location: Wokingham, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
Role
Nigel James Associates are delighted to be partnered with one of the country’s leading wealth managers to source and secure a senior Financial Planning hire into their Berkshire team. We are seeking an experienced Financial Planner professional used to working with HNW-UHNW clients. Full admin and paraplanning support will be provided. The client aims to leverage the company's well-known brand to expand business locally, working with Investment Managers, professional connections, and affinity relationships for referrals. The role is ideally suited for a senior/credible individual, with the potential for a Partner level position.
Requirements
The ideal candidate has at least 5 years of advising HNW clients, enjoys relationship management, and is proactive in obtaining new business through networking. Qualification should be at least DipFS Level 4, preferably Chartered or working towards it. Specialization in a client niche and strong local networks are advantageous.
The client is a highly recognized wealth management company in the UK, offering a meritocratic environment with career progression and earnings potential. The package includes a six-figure basic salary, performance bonuses, and benefits.
What next?
If you meet the criteria and wish to apply or learn more, please contact us or send an updated CV.
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