At a Glance
- Tasks: Deliver holistic financial planning to high-net-worth clients and collaborate with investment managers.
- Company: Join a leading wealth management firm with a strong reputation.
- Benefits: Enjoy a six-figure salary, discretionary bonuses, and a supportive work environment.
- Other info: Work in a dynamic, hybrid environment with excellent career growth potential.
- Why this job: Make a real impact in clients' financial futures without cold prospecting.
- Qualifications: Experience in financial planning and strong collaboration skills required.
The predicted salary is between 63000 - 77000 £ per year.
Nigel James Associates Ltd is seeking a Senior Financial Planner to join their London, Scotland and nationwide team.
The role involves delivering holistic financial planning to existing HNW/UHNW clients, partnering with Investment Managers, and attending client pitches without cold prospecting.
You will operate in a collaborative, high‑level environment with a significant six‑figure basic salary and discretionary bonus, supported by a leading wealth management platform and client base.
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Senior Financial Planner - Hybrid with HNW Wealth Team 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
