Role
Nigel James Associates are delighted to have partnered with one of the country's leading brands, working closely to help drive a new phase of growth for the business. This company is restructuring financial planning across the UK and therefore looking to secure experienced and senior Financial Planners across different key regions of the country. One particular location they are looking to recruit in is Leicestershire with clients located between Milton Keynes to Derby. The role is growth orientated, focused on utilising your existing connections and newly created network to bring in new clients as well as working closely with the Investment Management team to gain referrals. You will focus on HNW clients targeting clients that have £750k plus to invest (of course there will be a degree of flexibility around this).
Requirements
To be considered for this role you must be an experienced Financial Planner used to working with HNW clients. You must be driven and enjoy new business activity just as much as working with existing clients. Our client is looking for somebody that can deliver on new business a minimum of £10-15m new AUM per annum. There would be some clients to takeover for this particular hire. Ideally, you will be Chartered qualified but must be at least Level 4 DipFS to be considered.
Why join?
This is an extremely exciting time to join this company; there is a real focus on growth putting in place new teams and channels to drive business. With this growth there will be plenty of career scope on offer. Unlike a lot of companies in the industry of this size our client is providing a transparent bonus scheme linked to new and existing business which can be highly lucrative. They are also offering extremely attractive basic salaries to the right people.
What's next?
If you are interested in finding out more about this role and you have what is required to be considered then please either get in touch to find out more or apply.