Overview
Nigel James Associates Ltd is partnering with a leading UK brand to recruit experienced and senior Financial Planners across different regions. The role is based in Leicestershire with clients located between Milton Keynes and Derby. The role is growth-oriented, focusing on leveraging your existing connections and newly created network to bring in new clients, and working closely with the Investment Management team to gain referrals. You will focus on HNW clients with £750k+ to invest (some flexibility around this).
Responsibilities
* Develop new business and manage relationships with high net worth clients.
* Utilize existing connections and build a new network to generate new clients.
* Collaborate with the Investment Management team to gain referrals.
* Target HNW clients with £750k+ to invest (with some flexibility).
* Deliver a minimum of £10–£15m in new assets under management per year.
* Provide high-quality client service and ensure regulatory compliance.
Qualifications
* Experienced Financial Planner with a track record of working with high net worth clients.
* Driven and comfortable with new business activity as well as servicing existing clients.
* Chartered status is preferred; Level 4 Diploma in Financial Services (DipFS) is required at minimum.
* Ability to achieve and exceed business development targets in a growth-focused environment.
What’s next?
If you are interested in this role and meet the requirements, please get in touch to learn more or apply.
Job details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Business Development and Strategy/Planning
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Leicester, England, United Kingdom
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