Chartered Financial Planner – Lead HNW/UHNW Clients, Leeds

Chartered Financial Planner – Lead HNW/UHNW Clients, Leeds

Leeds Full-Time No working from home possible
N

Nigel James Associates Ltd in Leeds is seeking an experienced Chartered Financial Planner to join a respected wealth management team serving HNW/UHNW clients. You will inherit part of an existing high-calibre portfolio and transition with support from a senior Partner.

You will develop your own client base through referrals, deliver holistic financial planning, and have full admin and paraplanning support so you can focus on advising.

#J-18808-Ljbffr

Chartered Financial Planner – Lead HNW/UHNW Clients, Leeds 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.

N

Contact Details:

Nigel James Associates Ltd Recruitment Team