Role
Nigel James Associates are delighted to be working with an SME Financial Planning company based in Buckinghamshire who are seeking an experienced Financial Planner to join their business.
The role will be taking over some HNW clients from one of the Directors of the business and there will be an expectation to organically grow the client portfolio. If you had any clients of your own to bring then that would be advantageous. You will be fully supported by a dedicated Paraplanner.
Requirements
You must have 5 years plus experience advising. In order to be considered for the role you must be Chartered or be very close to becoming Chartered. You must be professional in your approach and be used to managing HNW clients with complex needs.
Why join?
You will be working for a company who has an outstanding reputation. They are highly professional in their approach and manage some fantastic clients. The role will pay up to a £six figure basic salary plus attractive bonus and benefits. For the right candidate there is also equity on offer.
What next?
If you have the relevant skills and experience and you are interested in this opportunity, then please apply!