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Nigel James Associates Ltd provided pay range
This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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Nigel James Associates is partnered with a well-established, leading IFA practice. They are seeking an experienced Financial Planner to take over an existing client bank. There will be no heavy portfolio growth expectations, but your overall salary package will depend on the revenue generated by the book. A natural aptitude for business development is advantageous. Providing quality, professional service to HNW clients is the main criterion for this role.
Requirements
You should be an experienced Financial Planner, licensed to give advice for at least 3 years, with experience dealing with HNW clients. Ideally, you will hold Chartered status or be close to achieving it (max 2 units remaining). The role requires a personable and approachable individual capable of delivering tailored financial advice.
This opportunity allows you to join a reputable local Financial Planning company with a great culture. They offer a generous salary/package with excellent bonus potential, a focus on staff wellbeing, and a healthy work/life balance. The company provides a hybrid working model, allowing you to split your time between home and the office.
Next steps
If you meet the criteria and are interested, please apply or contact us to learn more.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Consulting and Strategy/Planning
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Locations: Clapham, England, United Kingdom (1 week ago); Bedford, England, United Kingdom (4 days ago)
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