Nigel James Associates Ltd in Poole is seeking a Senior Financial Planner to take over an existing local client portfolio. The role is hybrid and focuses on high-value clients across tax planning, retirement, investments and estate planning.
You will mentor junior planners, work with paraplanners and client executives to ensure efficient case management, and actively develop new business through referrals and partnerships.
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Senior Financial Planner: High-Value Portfolio & Hybrid in Poole 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
