Nigel James Associates Ltd in London seeks an experienced Financial Planner to take over an established HNW client portfolio and grow it within a supportive team. You will deliver holistic planning across pensions, investments, retirement, IHT, and estate planning, while proactively generating new business through referrals.
Flexible working is offered, with a soft handover and full admin/paraplanning support, enabling exceptional client service and growth potential.
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Financial Planner (HNW Portfolio) - Flexible, London 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
