Financial Planner | Northwest | Hybrid
We are proud to be working exclusively with a leading UK wealth manager to appoint an experienced Financial Planner to their team in the Northwest.
This is an exciting opportunity. You will be joining a high-quality, client-focused business with a strong brand and an excellent reputation for doing things the right way. The role comes with some existing clients to service and develop, alongside the expectation and opportunity to continue building. This role would suit somebody who is both a skilled relationship manager and has the drive and ability to grow their own book. The clients you will be working with are HNW, with average investment portfolios of around c£1m, so you will be comfortable operating at this level and delivering truly holistic financial planning advice.
What we are looking for:
- An experienced Financial Planner with a strong track record of managing and building client relationships at HNW level
- Somebody with the hunger and ability to generate new business – through networking, professional introducer relationships, client referrals and internal collaboration
- Level 4 qualified as a minimum – Chartered status or progression towards is highly desirable
- A genuine passion for financial planning and delivering outstanding client outcomes
What is on offer:
- A competitive basic salary, dependent on experience, plus bonus and a strong corporate benefits package
- An existing client base to take over and build from
- The backing of a recognised brand with excellent infrastructure and support
- Real career progression within a business that values and rewards ambition
This is an exciting and rare opportunity. If you have the relevant skills and exposure, and you are interested in finding out more, please get in touch.
Nigel James Associates
Connecting talent. Building success.
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