At a Glance
- Tasks: Lead client relationships and develop new business opportunities in wealth management.
- Company: Prominent national wealth management group with a strong financial planning team.
- Benefits: Attractive six-figure salary, bonus structure, and hybrid working options.
- Other info: Exciting growth opportunities in a dynamic and established firm.
- Why this job: Take control of your success in a growing, relationship-led environment.
- Qualifications: Experienced Financial Planner with strong business development skills.
The predicted salary is between 100000 - 120000 £ per year.
A rare opportunity has arisen for a seasoned, commercially focused Financial Planner to join a prominent, national wealth management and financial planning group at Partner level, based in their London office. This is a senior appointment, suited to someone well versed in advising HNW and UHNW clients who is ready for the next step in their career.
Unlike many competitors, where the investment or private banking function tends to lead the client relationship, Financial Planners here own and lead their own client relationships, backed by one of the largest financial planning teams in the country. It's a model that gives you far greater control over your own destiny and the shape of your own book, rather than sitting in a purely supporting capacity. You will also bring strong business development skills, whether that's built through close collaboration with Investment Managers internally, external professional introducers, or a combination of both. As the business continues to evolve and grow, there is real opportunity to develop new avenues and channels for bringing in business over time, making this a very exciting moment to join.
Requirements
- A seasoned, experienced Financial Planner with a strong track record advising HNW and UHNW clients
- Commercially focused, with strong business development skills and the ability to build relationships both internally with Investment Managers and externally with professional contacts
- Comfortable operating at a senior, Partner level within a large, established business
- A specific client niche or vertical market expertise would be advantageous, though this is not a prerequisite
Why join?
This is a fantastic opportunity to join a highly regarded, large-scale wealth management business in a senior capacity, offering one of the largest and most established financial planning teams in the country and a relationship-led model that puts you firmly in control of your own success. It's a time of real growth and evolution for the firm, with further opportunities to grow business through various channels as the business continues to develop. An attractive six figure basic is on offer, plus a highly attractive bonus structure, which for an established Partner could reach in excess of 50% of basic salary, based on both existing client revenue and new business generated. Hybrid working is in place as they recognise a balance is important.
What next?
If you are an experienced, proactive and professional Financial Planner in the industry who is open to a new opportunity, this could be the role and the business for you. Please get in touch or apply for further details, in confidence.
Please note - this is not a role suited to applicants within Financial Planning & Analysis. You must be a qualified Financial Planning Practitioner to be considered.
Partner, Financial Planning in London 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 Partner, Financial Planning in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Nigel James Associates Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Partner, Financial Planning in London
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.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Nigel James Associates Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨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.
