The Role
Nigel James Associates are delighted to be working with a national wealth manager who are industry leaders in financial planning to secure a Financial Planner for their Bristol office as part of their ongoing growth.
Requirements
You will be an experienced Financial Planner. You will be bright and ambitious. Our client prides themselves on delivering fantastic service to their clients so you will have to have a client centric approach and enjoy developing new business. You can do this through working with a multitude of channels including working with the internal Investment Managers and/or external sources including networking events, building professional relationships and seminar/webinars. If you had a particular niche that you are already working within or would like to target this would be advantageous but not essential. You will be Level 4 DipFS qualified, if not Chartered or working towards being Chartered.
Why join?
This is an amazing opportunity to work as part of a leading brand in the industry that have a fantastic reputation. You will be managed by one of the company’s top performers who works with HNW-UHNW clients, including large business exit cases. This exposure will help develop your skills to working with this level of clients which will accelerate your career in responsibilities, your position in the company and earnings.
What next?
For more information or a confidential discussion, please get in touch. Or to apply, please send through an up-to-date copy of your CV.