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- Tasks: Build and manage client relationships while delivering top-notch financial planning advice.
- Company: Join a leading wealth management firm with a strong reputation.
- Benefits: Earn a competitive salary, significant bonuses, and enjoy flexible hybrid working.
- Other info: Enjoy excellent corporate benefits and a supportive team environment.
- Why this job: Seize the chance to grow your career and client base in a thriving market.
- Qualifications: Proven experience in financial planning and a passion for business development.
The predicted salary is between 100000 - 120000 £ per year.
FINANCIAL PLANNER – GROWTH ROLE
£SIX FIGURE BASIC | SIGNIFICANT BONUS POTENTIAL | EXETER | LEADING WEALTH MANAGER
If you are a Financial Planner who genuinely enjoys winning new business, someone who is energised by building relationships, opening doors, and growing a client base, then this role is one to take note of...
My client is one of the UK's most respected wealth management businesses looking for a growth-focused Financial Planner to join their team. You will hit the ground running with a partial portfolio of existing HNW clients to build from, and then grow that book significantly through professional introducer relationships, internal referrals from Investment Managers, client events, seminars, webinars, and your own commercial initiative. The bonus structure reflects the ambition of the role rewarded strongly on new business and existing revenue, with significant earning potential for the right person.
- Building and managing a professional introducer network (solicitors, accountants, corporate advisers) generating a consistent pipeline of new HNW client opportunities
- Working closely with the Investment Management team to convert internal referrals and collaborate on joint client relationships
- Organising and hosting networking events, seminars, and webinars to raise profile and generate leads across the South West
- Delivering high-quality, compliant financial planning advice across the full range of client needs
An experienced Financial Planner with a genuine hunger for business development and a track record of growing client books.
Well-connected in the professional introducer community - someone with existing relationships or the credibility and drive to build them quickly.
Strong technical knowledge and the ability to deliver high-quality, compliant advice to HNW private clients.
Basic salary of up to £100,000 depending on experience (potentially could go higher for the right person).
Significant performance bonuses rewarded heavily on new business generation but also will receive bonus on existing revenue.
Full corporate benefits including pension, life assurance, income protection, and private medical insurance.
Flexible hybrid working with 1–2 days in the office per week.
The backing of a high-quality, well-resourced wealth management business with real scale behind it.
The South West is a fantastic market for growing a high-quality financial planning book, the opportunity here is real, and so is the earning potential for someone prepared to go and get it.
Connecting talent. Building success.
Locations
Senior Financial Planner - in Devon, Exeter employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner - in Devon, Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in your field. Attend events, seminars, and webinars to meet potential clients and introducers. Remember, building relationships is key to growing your client base.
✨Tip Number 2
Leverage your existing connections. If you’ve got a partial portfolio of HNW clients, reach out to them for referrals. Happy clients are often more than willing to introduce you to their network, so don’t be shy!
✨Tip Number 3
Showcase your expertise! Host your own networking events or webinars to demonstrate your knowledge and attract new clients. This not only raises your profile but also positions you as a go-to expert in financial planning.
✨Tip Number 4
Apply through our website! We’re all about connecting talent with opportunities, so make sure you submit your application directly. It’s the best way to get noticed and land that dream role with us.
We think you need these skills to ace Senior Financial Planner - in Devon, Exeter
Some tips for your application 🫡
Show Your Passion for Growth: When writing your application, let your enthusiasm for business development shine through. We want to see that you’re not just looking for a job, but that you’re genuinely excited about building relationships and growing a client base.
Highlight Your Connections: Make sure to mention any existing relationships you have in the professional introducer community. We value candidates who can hit the ground running, so if you’ve got a network, flaunt it!
Tailor Your Experience: Don’t just send a generic CV. Tailor your experience to match the role by showcasing your track record in financial planning and how you’ve successfully grown client books in the past. We love seeing specific examples!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your technical knowledge. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past. Show them you can deliver high-quality, compliant advice.
✨Network Like a Pro
Since this role involves building relationships with professional introducers, come prepared with examples of how you've successfully developed networks in the past. Share specific strategies you’ve used to generate leads and grow your client base.
✨Show Your Growth Mindset
This position is all about growth, so highlight your ambition and hunger for business development. Be ready to discuss your track record in growing client books and how you plan to leverage existing relationships to drive new business.
✨Engage with Their Vision
Research the company’s values and goals, especially their approach to wealth management. During the interview, align your personal goals with theirs and express how you can contribute to their success in the South West market.