Role
Nigel James Associates are exclusively working with a leading medium sized wealth manager organisation with offices across the UK. We have been appointed to secure key hires for them as part of their continued growth. They are currently looking for an experienced Senior Financial Planner to join the business. The role would be new business focused utilising the various routes to market to attract new business including their networking events/channels, their online presence, intermediary relationships and working with other Relationship Managers that are investment management focused. You will be provided with full admin and paraplanning support so you can focus your time on building out your portfolio and managing your clients. This company works with clients that have £500k as a minimum to invest and their average client investment is c£1m. The role would be based in their London office with hybrid working provided.
Requirements
For this role you will need to be an experienced holistic Financial Planner that is used to providing true financial planning solutions to HNW clients. You will need to have at least 5 years plus experience of advising. With your experience you will level of gravitas and be used to driving a good amount of new business through various means including networking, professional connections and internal stakeholder relationships. You will be ideally Chartered if not close to becoming Chartered. If you had exposure of X Plan this would be advantageous but not a requirement.
Why join?
This is a brilliant opportunity to join a leading organisation in the industry with a great reputation. They have a great culture and fantastic working environment with an incredible City office! They are highly efficient at what they do and have some great systems and processes in place. They also have some strong Paraplanner and Admin to Adviser ratios to help you deliver to your clients. This role is paying a £six figure basic, and bonuses will be based on new fee income as well as existing client revenue. Bonuses are formulaic and can see you earning between 50-70% of your basic salary! If you are a driven and proactive Financial Planner that is looking for an opportunity within a company that has some brilliant growth plans for the next 5-10 years, then this is the role for you! As the company continues to expand their will be plenty of further career scope on offer.
What next?
Please apply for the role or contact one of the team at Nigel James Associates directly for more information.