At a Glance
- Tasks: Lead financial planning for high-net-worth clients and drive portfolio growth.
- Company: Top national wealth manager known for excellence and innovation.
- Benefits: Six-figure salary, bonuses, flexible hybrid working, and corporate perks.
- Other info: Supportive team environment focused on long-term relationships and professional development.
- Why this job: Join a progressive company that values talent and offers extensive career growth.
- Qualifications: Level 4 qualified; Chartered status preferred with experience in HNW client management.
The predicted salary is between 100000 - 120000 £ per year.
Nigel James Associates is excited to partner with a top national wealth manager to secure an experienced Director, Financial Planner for their Berkshire office. Due to succession planning, they are looking for someone to take over some existing HNW clients, alongside working closely with the Investment Managers and external stakeholders to continue to grow your portfolio.
We are seeking a motivated Financial Planner who is looking to work for one of the top brands in the industry and enjoys providing advice to HNW clients as well as networking to build business.
This role requires a proactive approach to driving growth while delivering exceptional service to clients. You will be Level 4 qualified, with a preference for those who are Chartered or actively pursuing Chartered status. Experience working with HNW clients and offering comprehensive, holistic financial planning is essential. If you worked within a particular client niche such as entrepreneurs/business owners, this would be advantageous but not essential.
Our client values professionalism, strong people skills, and a genuine commitment to fostering long-term, meaningful relationships.
Our client is known for recognising and rewarding exceptional talent and dedication. They offer a flexible hybrid working model, appreciating the seniority of the role while prioritising work-life balance to help their employees thrive. The team environment is highly supportive, offering a strong foundation for your success. This is a senior role in the business and therefore the compensation on offer is reflective of this; £six figure basic salary plus bonuses based on overall performance and overall client revenue, plus corporate benefits on top.
This is a brilliant opportunity to work for one of the country's leading companies within the industry that are highly progressive providing extensive career scope who award people on their effort and success. If you are an experienced Financial Planner who enjoys providing advice to HNW clients and continuously forging relationships with top professionals, then please do apply or contact us to find out more.
Director, Financial Planning in Reading employer: Nigel James Associates Ltd
Nigel James Associates offers an exceptional opportunity for a Director, Financial Planner in their Berkshire office, where you will be part of a top national wealth manager renowned for its commitment to employee growth and work-life balance. With a flexible hybrid working model and a supportive team environment, the company not only rewards talent with a competitive six-figure salary and performance bonuses but also fosters long-term relationships with high-net-worth clients, making it an ideal place for motivated professionals seeking meaningful and rewarding careers.
Contact Details:
Nigel James Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Director, Financial Planning in Reading
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with other financial planners and potential clients. Remember, it’s all about building those relationships that can lead to referrals and opportunities.
✨Tip Number 2
Showcase your expertise! Consider hosting a workshop or webinar on financial planning for HNW clients. This not only positions you as an expert but also allows you to engage directly with potential clients and demonstrate your value.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to share insights, articles, and success stories related to financial planning. Engaging content can attract the right audience and keep you top of mind for those looking for a financial planner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals who are ready to make a difference in the financial planning world.
We think you need these skills to ace Director, Financial Planning in Reading
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Director, Financial Planning role. Highlight your experience with HNW clients and any relevant qualifications, like Level 4 or Chartered status, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our team. Mention specific examples of how you've driven growth and built relationships in previous roles.
Showcase Your People Skills:Since we value strong people skills, make sure to highlight your ability to foster long-term relationships. Share anecdotes that demonstrate your commitment to exceptional client service and collaboration with colleagues and stakeholders.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Director of Financial Planning, you’ll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators relevant to HNW clients and be ready to discuss how you've driven growth in previous roles.
✨Showcase Your Networking Skills
This role emphasises building relationships, so come prepared with examples of how you've successfully networked in the past. Share specific instances where your connections have led to new business opportunities or enhanced client satisfaction.
✨Demonstrate Holistic Planning Experience
Be ready to talk about your experience with comprehensive financial planning. Prepare case studies that highlight your ability to address various aspects of a client's financial life, especially for HNW individuals.
✨Align with Company Values
Research the company’s culture and values. During the interview, express how your professional philosophy aligns with their commitment to exceptional service and long-term relationships. This will show that you’re not just a fit for the role, but for the team as well.
