Nigel James Associates Ltd. is seeking an experienced Senior Financial Planner based in Exeter/Southwest to join a reputable wealth management practice.
You will manage an existing client bank of HNW individuals, delivering bespoke financial planning and building lasting relationships from day one. Travel to meet clients around the Exeter area is expected as you collaborate with Investment Managers to grow the portfolio, while maintaining a client-first advisory approach and high professional
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Senior Financial Planner for HNW Clients, Exeter 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
