At a Glance
- Tasks: Manage an existing client bank of high-net-worth individuals with portfolios of £700k to £800k.
- Company: Join Nigel James Associates Ltd, a reputable wealth management team in Somerset and Devon.
- Benefits: Enjoy a competitive salary up to £100,000 plus revenue-based bonuses.
- Other info: Focus on delivering bespoke financial outcomes for clients.
- Why this job: This role offers real career development in a forward-thinking environment.
- Qualifications: Candidates must have a Level 4 qualification or higher in financial planning.
The predicted salary is between 100000 - 100000 £ per year.
Nigel James Associates Ltd is seeking an experienced Financial Planner to join their reputable wealth management team in the Somerset and Devon area. This exciting opportunity provides an existing client bank for the successful candidate to manage from day one, primarily focusing on high-net-worth individuals with investment portfolios of approximately £700k to £800k.
The role offers a competitive salary of up to £100,000, along with revenue-based bonuses and real career development within a forward-thinking environment.
Ideal candidates will possess a Level 4 qualification or higher and a passion for delivering bespoke financial outcomes.
Senior Financial Planner – HNW Clients & Immediate Portfolio in West Bromwich employer: Nigel James Associates Ltd
Nigel James Associates Ltd is located in the scenic Somerset and Devon area, offering a competitive salary and revenue-based bonuses. The team is dedicated to providing tailored financial solutions for high-net-worth clients, ensuring a rewarding work environment.
Contact Details:
Nigel James Associates Ltd Recruitment Team
