Nigel James Associates Ltd in Newcastle is seeking an experienced Financial Planner to join our established wealth management team. You will deliver holistic planning for HNW clients, working alongside Investment Managers and advising on portfolios from £1m to £30m, with full admin support provided so you can focus on high-value advice.
Ideally Chartered, you will thrive in a collaborative, client-centric environment and build long-lasting relationships with colleagues and clients across the
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Chartered Financial Planner – Holistic HNW Wealth 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
