Nigel James Associates Ltd is seeking an experienced Financial Planner to take over an established HNW portfolio across Devon and Cornwall. You will work with an Investment Manager and paraplanning support, delivering holistic financial planning and personal service to high-net-worth clients.
The role offers a six-figure basic salary with uncapped bonus and highly flexible working, including one to two days in the Exeter office and the remainder aligned to client needs.
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Senior Financial Planner – Inherit HNW Book, Flexible 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
