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- Tasks: Advise high-net-worth clients and grow your own client portfolio.
- Company: Top Wealth Manager with a fantastic reputation in the industry.
- Benefits: Substantial salary, bonuses, and clear career progression opportunities.
- Other info: Exciting opportunity for career growth in a dynamic environment.
- Why this job: Join a supportive team and make a real impact in wealth planning.
- Qualifications: 5+ years of advising experience and a focus on client relationships.
The predicted salary is between 60000 - 80000 £ per year.
Nigel James Associates are delighted to be working with one of the country’s top Wealth Managers supporting them to recruit for an experienced Financial Planner to join them in their Bristol office. You would receive some clients to start working with to organically grow your book and there is progression to a team management position. Our client provides both financial planning and investment services. You will be working with internal stakeholders of the business to develop a client portfolio of HNW individuals.
Requirements:
- You must have 5 years plus experience advising.
- You need to be commercially focussed and be able to develop business as well as maintaining strong relationships to provide high level advice to HNW clients.
- You will be at the very least working towards being Chartered, if not already Chartered.
Why join?
This is a brilliant opportunity to join a well-known brand in the industry with a fantastic reputation. There is a clear path, along with support and encouragement for the progression of your career. You will be rewarded with a substantial basic salary alongside bonuses and benefits.
What next?
If you have the relevant skills and experience, and looking for an exciting/challenging opportunity with a company which offers fantastic careers, you should apply!
Locations
Wealth Planning Director in Newport, Wales employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Director in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your expertise in financial planning.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Wealth Planning Director in Newport, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planning Director role. Highlight your experience in financial planning and any relevant qualifications, like being Chartered. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Client Relationship Skills: Since this role involves working with HNW clients, make sure to highlight your experience in building and maintaining strong client relationships. Share specific examples of how you've provided high-level advice and grown your client portfolio.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Wealth Planning Director, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just experienced but also commercially focused.
✨Showcase Relationship Building
Since maintaining strong relationships with HNW clients is crucial, prepare examples of how you've successfully built and nurtured client relationships in the past. Use specific anecdotes that highlight your interpersonal skills and ability to provide high-level advice.
✨Understand the Company’s Values
Research the company’s reputation and values before the interview. Be prepared to discuss how your personal values align with theirs and how you can contribute to their mission. This will show that you’re genuinely interested in being part of their team.
✨Prepare for Progression Questions
Since there's a clear path for progression, think about your career goals and how they align with the company's growth. Be ready to discuss your aspirations and how you plan to develop into a team management position, showcasing your ambition and commitment.