Job Description
Role
Nigel James Associates is partnered with a well-established, leading IFA practice seeking an experienced Financial Planner to manage an existing client bank. The role involves maintaining quality service to HNW clients, with future salary based on overall revenue, so a natural aptitude for business development is advantageous.
Requirements
Applicants should be experienced Financial Planners, qualified to give advice for at least 3 years, and accustomed to working with HNW clients. Ideally, candidates will hold Chartered status or be close to achieving it (within 2 units). The role requires a personable, approachable individual capable of providing tailored financial advice.
Why Join?
This opportunity offers a position within a reputable local Financial Planning firm, with a competitive salary and bonus potential. The company promotes a positive culture, career development, staff wellbeing, and a healthy work/life balance. A hybrid working structure is available, allowing a split between home and office work.
Next Steps
If interested and meeting the criteria, please apply or contact us to learn more.
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