Nigel James Associates Ltd in Birmingham is recruiting an experienced Financial Planner to service an existing portfolio of high-net-worth clients and grow the practice. You will work client-facing to provide holistic, compliant financial planning and ongoing service, supported by a strong distribution network and marketing team.
You will deepen relationships, win new business through referrals, and collaborate with Investment Managers across the wealth division.
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Senior Financial Planner | Hybrid Work & HNW Client Growth in Birmingham employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic and collaborative work culture that empowers Senior Financial Planners to thrive in their roles. With a focus on employee growth and development, the company provides access to a leading wealth management platform and a prestigious client base, ensuring that team members can deliver top-tier financial planning services. Located in London and Scotland, employees benefit from a competitive six-figure salary and discretionary bonuses, making it a rewarding place for those seeking meaningful and impactful careers in finance.
Contact Details:
Nigel James Associates Ltd Recruitment Team
