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- Tasks: Manage high-net-worth clients and build your own business through networking.
- Company: Well-respected national wealth group with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, flexible benefits, and 25 days annual leave.
- Why this job: Join a growing company and make a positive impact on clients' financial journeys.
- Qualifications: Level 4 qualified with 5+ years as an Independent Financial Adviser.
- Other info: Access to leading financial planning tools and community involvement opportunities.
The predicted salary is between 60000 - 84000 £ per year.
Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group. This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You will be taking over an existing bank of HNW clients whilst also building your business through networking and developing relationships with professional introducers.
It’s a proper balance – you’ll have an established client bank to work with from day one, giving you immediate engagement opportunities, but also the scope and support to grow your own book through your connections and business development skills. The business is growing rapidly with strong financial backing and a clear vision for the future. They focus on helping clients plan for a life well lived, supporting them through every stage of their financial journey.
What’s Required?
- Level 4 qualified as a minimum (ideally working towards Chartered or already Chartered)
- Minimum 5 years’ experience as an Independent Financial Adviser
- Experience managing HNW clients
- Strong technical financial planning knowledge across wealth management, pensions, protection, and investments
- Excellent client relationship and communication skills
- Entrepreneurial attitude with ability to adapt to changing market requirements
- Confident with existing clients but also enjoys building connections & developing the business
Why Join?
- Salary of £70,000 – £90,000 depending on experience
- Performance-based bonus on client fee income
- Full benefits package including pension, holiday, holiday trading scheme, healthcare benefits, life cover and other flexible benefits
- 25 days annual leave plus bank holidays
- Community involvement opportunities
- Support with networking through company-sponsored events
- Access to leading financial planning software and tools
Our client is serious about creating a place where people belong and can grow. The culture is collaborative with honest feedback and shared success. They’re committed to making a positive impact both for clients and in the wider community. If you’re an experienced Financial Planner looking for your next move and this sounds like the kind of role you’d be interested in, get in touch or apply with an up-to-date CV.
Financial Planner in Colchester employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Colchester
✨Network Like a Pro
Get out there and start networking! Attend industry events, join local finance groups, and connect with other professionals. Building relationships is key to landing that Financial Planner role, especially when it comes to HNW clients.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, don’t hold back on showcasing your financial planning knowledge. Share insights on wealth management, pensions, and investments to demonstrate your expertise and build trust.
✨Leverage Social Media
Use platforms like LinkedIn to connect with industry leaders and share your thoughts on financial planning trends. This not only boosts your visibility but also positions you as a knowledgeable professional in the field.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’re here to support you every step of the way, so make sure your CV is up-to-date and highlights your experience with HNW clients.
We think you need these skills to ace Financial Planner in Colchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially if you're Level 4 qualified or working towards Chartered status. We want to see how you fit into our vision!
Showcase Your Experience: When detailing your experience, focus on your work with HNW clients and any successful business development initiatives you've led. We love seeing examples of how you've built relationships and grown your client base!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our collaborative culture. Let us know why you're excited about this opportunity and how you align with our values.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your technical knowledge. Brush up on key financial concepts, especially those related to wealth management, pensions, and investments. Be ready to discuss how you've successfully managed HNW clients in the past.
✨Showcase Your Networking Skills
Since building connections is crucial for this role, prepare examples of how you've developed relationships with professional introducers. Think about specific instances where your networking led to new business opportunities or client referrals.
✨Demonstrate Your Entrepreneurial Spirit
The company values an entrepreneurial attitude, so be prepared to share your ideas on adapting to changing market conditions. Discuss any innovative strategies you've implemented in previous roles to grow your client base or improve service delivery.
✨Engage with Their Vision
Familiarise yourself with the company's mission of helping clients plan for a life well lived. During the interview, express how your personal values align with theirs and how you can contribute to their vision while supporting clients through their financial journeys.
