Overview
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.
Responsibilities
- Take over existing HNW clients and manage their financial planning needs in collaboration with Investment Managers and external stakeholders to grow the portfolio.
- Provide comprehensive, holistic financial planning and advice to high-net-worth clients.
- Network to build business and maintain long-term client relationships.
Qualifications
- Level 4 qualified, with a preference for Chartered or actively pursuing Chartered status.
- Experience working with HNW clients and offering holistic financial planning.
- Experience in a client niche (e.g., entrepreneurs/business owners) is advantageous but not essential.
- Professionalism, strong people skills, and a genuine commitment to fostering long-term, meaningful relationships.
Benefits and Working Model
- Flexible hybrid working model, recognizing seniority and prioritizing work-life balance.
- Senior role with compensation reflective of experience: six-figure basic salary plus bonuses based on performance and client revenue, plus corporate benefits.
What’s Next?
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 and rewarding effort and success. If you are an experienced Financial Planner who enjoys advising HNW clients and forging relationships with top professionals, please apply or contact us to find out more.
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