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- Tasks: Join a top Wealth Manager and grow your client portfolio while advising HNW individuals.
- Company: Renowned financial services firm with a stellar reputation in the industry.
- Benefits: Attractive salary, bonuses, and career progression opportunities.
- Other info: Pathway to team management and professional development support.
- Why this job: Exciting chance to advance your career in a supportive environment.
- Qualifications: 5+ years of advisory experience and a focus on client relationships.
The predicted salary is between 60000 - 80000 £ per year.
Nigel James Associates are delighted to be working with one of the country’s top Wealth Managers supporting them to recruit for an experienced Financial Planner to join them in their Bristol office. You would receive some clients to start working with to organically grow your book and there is progression to a team management position. Our client provides both financial planning and investment services. You will be working with internal stakeholders of the business to develop a client portfolio of HNW individuals.
Requirements
- You must have 5 years plus experience advising.
- You need to be commercially focussed and be able to develop business as well as maintaining strong relationships to provide high level advice to HNW clients.
- You will be at the very least working towards being Chartered, if not already Chartered.
Why join?
This is a brilliant opportunity to join a well-known brand in the industry with a fantastic reputation. There is a clear path, along with support and encouragement for the progression of your career. You will be rewarded with a substantial basic salary alongside bonuses and benefits.
What next?
If you have the relevant skills and experience, and looking for an exciting/challenging opportunity with a company which offer fantastic careers, you should apply!
Director, Planning in Bristol employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Planning in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work with HNW clients. A personal introduction can make all the difference when you're aiming for that Director, Planning role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and investment services so you can showcase how your experience aligns with their goals. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience advising clients and how you've successfully developed business relationships. Highlight your journey towards becoming Chartered and how it adds value to your potential role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that exciting opportunity!
We think you need these skills to ace Director, Planning in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Director, Planning. Highlight your experience in financial planning and any relevant achievements that showcase your ability to manage HNW clients.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share your passion for financial planning and how your skills align with our client's needs, especially in developing client portfolios.
Showcase Your Experience: Don’t just list your past roles; explain how your 5+ years of advising experience has prepared you for this opportunity. Use specific examples to demonstrate your commercial focus and relationship-building skills.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specifics of wealth management. Understand the latest trends in the industry, especially those affecting high-net-worth individuals. This will show that you're not just experienced but also genuinely interested in the field.
✨Showcase Your Relationship Skills
Since the role involves maintaining strong relationships with clients, be prepared to discuss how you've successfully built and nurtured client relationships in the past. Use specific examples to illustrate your ability to provide high-level advice and develop business.
✨Demonstrate Commercial Focus
Highlight your commercial acumen during the interview. Be ready to talk about how you've identified opportunities for growth in previous roles and how you plan to do the same in this position. This will show that you can contribute to the company's success beyond just managing clients.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the company’s approach to client management or their support for professional development. It shows that you're engaged and serious about the opportunity, plus it gives you valuable insights into the company culture.