At a Glance
- Tasks: Build strong client relationships and provide tailored financial solutions.
- Company: Join a leading wealth management firm with a fantastic culture.
- Benefits: Full support in paraplanning, competitive salary, and career growth opportunities.
- Other info: Dynamic role with travel opportunities and a focus on client care.
- Why this job: Make a real difference in clients' financial lives while developing your expertise.
- Qualifications: Level 4 Diploma in Financial Planning; experience with accountants is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Nigel James Associates is working with a leading professional practice with a wealth management arm who are seeking an experienced Financial Planner to cover Northamptonshire and the surrounding areas.
Key Responsibilities:
- Liaising with potential clients via internal referrals and developing appropriate new business relationships.
- Constructing appropriate solutions to the principles of best advice and implement solutions as agreed with clients.
- Delivering excellent high standards of client care by demonstrating sound competence in all stages of the advisory process.
- As part of the role, you may be asked to travel to appointments and cover other regional offices, so a driving licence and car are required.
Requirements:
- Qualified Level 4 Diploma in Financial Planning, working towards Chartered ideal.
- Experience working with accountants is an advantage.
- Used to building long term client relationships.
- Competent in and able to communicate confidently with Partners and other areas of the business.
- Good knowledge of tax planning strategies within both personal and company investments.
- Holistic knowledge across protection, pension, and investment planning.
This is an exciting opportunity to join a leading, growing and regional professional practice who are one of the market leaders within the industry with a great culture, employing some of the top professionals within the space. Full support is provided in relation to paraplanning & administration.
Financial Planner 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
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We think you need these skills to ace Financial Planner
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.
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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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✨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.
