Financial Planner | Flexible Hybrid Working | Boutique Independent Wealth Management Firm
Nigel James Associates are working exclusively with a growing independent financial planning company as they look to appoint an experienced Financial Planner.
This is an excellent opportunity to join a strong financially back business with ambitious expansion plans and a genuine long-term vision. The firm has built a strong reputation for delivering high-quality financial planning and is now looking for an experienced adviser who can take ownership of an established client portfolio while helping to drive the next stage of its growth.
You’ll inherit an existing book of recurring income from day one, alongside access to a healthy flow of new enquiries generated through the firm’s marketing activity and professional network. There is also the opportunity for advisers with existing clients to bring these across, with a competitive revenue share model and support available for acquiring client banks where appropriate. This however is not needed for this position and a separate opportunity for Financial Planners in this position.
The business operates with a highly flexible approach to hybrid working, placing trust in its advisers to manage their own time while ensuring clients continue to receive an outstanding service. You’ll be joining a close-knit team where your contribution will have a genuine impact and where there is clear opportunity to grow your client base and earnings.
What we are looking for:
- An experienced Financial Planner with a proven track record of delivering holistic financial advice.
- Level 4 Diploma qualified as a minimum.
- Someone capable of managing and developing an existing client portfolio while identifying opportunities for growth.
- A relationship-led adviser who enjoys working as part of a collaborative, entrepreneurial team.
- Existing clients would be advantageous but are by no means essential.
What is on offer:
- Competitive basic salary with flexibility depending on experience and any clients you may bring.
- Bonus and attractive revenue share model.
- Established client portfolio from day one.
- Strong pipeline of warm leads and ongoing business development support.
- Flexible hybrid working with autonomy over your diary.
- The opportunity to join a well-funded, growing independent firm with genuine long-term ambitions.
If this sounds like the right opportunity for you, we’d love to have a confidential conversation. Please get in touch or apply for further details.
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