Nigel James Associates Ltd in Exeter seeks an experienced Financial Planner to take over an established HNW client portfolio across Devon and Cornwall. You will work with an Investment Manager, supported by paraplanning and admin staff, spending your time delivering holistic financial planning and ongoing reviews.
The role offers a six-figure base salary with uncapped bonus potential, flexible office pattern (1–2 days in the office) and genuine long-term earning potential as your book grows.
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Senior Financial Planner — Six-Figure Base, Uncapped Bonus in 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
