Nigel James Associates Ltd. is seeking a Senior Financial Planner in Newcastle to join a well-established wealth management team.
You will work with Investment Managers to deliver holistic planning to HNW clients, with portfolios typically ranging from £1m to £30m, and you will attend client pitches alongside the investment team. The role includes ongoing planning, strong compliance, and paraplanning support to keep you focused on delivering high-quality advice for established clients in a
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Chartered Financial Planner for HNW Wealth (Hybrid) in Newcastle upon Tyne 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
