At a Glance
- 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.
- Other info: Access to leading financial planning tools and community involvement opportunities.
- 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.
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
Nigel James Associates Ltd is an exceptional employer, offering a dynamic work culture that prioritises professionalism and collaboration. Located in the heart of London, employees benefit from a competitive salary package, robust support for professional development, and the opportunity to work with high-net-worth clients on intricate financial planning challenges. This role not only allows for personal growth but also fosters a collegial environment where teamwork and innovation thrive.
Contact Details:
Nigel James Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Colchester
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We think you need these skills to ace Financial Planner in Colchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Nigel James Associates Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Nigel James Associates Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Nigel James Associates Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Nigel James Associates Ltd.
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Since this is a full-time position, employers at Nigel James Associates Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Nigel James Associates Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
