Head of Financial Planning — Senior Leader & Client Partner

Head of Financial Planning — Senior Leader & Client Partner

Full-Time 63000 - 77000 £ / year (est.) Home office (partial)
Nigel James Associates Ltd

At a Glance

  • Tasks: Lead a private client team and manage high-net-worth clients for exceptional outcomes.
  • Company: Nigel James Associates Ltd, a dynamic firm in Buckinghamshire.
  • Benefits: Six-figure salary, performance bonuses, full benefits, and hybrid working.
  • Other info: Opportunity for significant career growth and impact in the financial sector.
  • Why this job: Join a senior leadership role that combines team development with hands-on advisory work.
  • Qualifications: Experience in financial planning and strong leadership skills.

The predicted salary is between 63000 - 77000 £ per year.

Nigel James Associates Ltd, Buckinghamshire, seeks a Head of Financial Planning to lead the private client team and manage a personal book of HNW clients.

This senior leadership role blends team development with hands‑on advisory to deliver excellent client outcomes.

The position offers a genuine six‑figure salary, bonuses based on quality of work and performance, full benefits, and an LTIP, with hybrid working in the Home Counties.

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Head of Financial Planning — Senior Leader & Client Partner 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.

Nigel James Associates Ltd

Contact Details:

Nigel James Associates Ltd Recruitment Team

We think you need these skills to ace Head of Financial Planning — Senior Leader & Client Partner

Leadership Skills
Client Relationship Management
Financial Planning Expertise
Team Development
Advisory Skills
High Net Worth (HNW) Client Management
Performance Management