Nigel James Associates Ltd
Financial Planner
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Financial Planner | Birmingham | Leading National Wealth Manager
Role
We are proud to be working with one of the UK's leading wealth management businesses to appoint a driven, client-facing Financial Planner to their Birmingham office.
This is a genuinely exciting opportunity for someone hungry to build their career and grow their own client base. As Financial Planner, you will deliver holistic financial planning advice to HNW clients, while also playing an active role in identifying and converting new business, both through your own networking and through building strong working relationships with colleagues internally. There is real scope to shape your own success here, for the right person with the drive to go and create it.
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What we are looking for:
- At least 2-3 years' experience signed off to provide regulated financial planning advice
- A track record advising clients with investable assets of £250,000 and above
- A hungry, driven approach to business development, with the natural ability to network and build relationships, both internally and externally, to bring in new business
- Strong technical grounding across holistic financial planning, including investments, pensions, protection and estate planning
- Excellent communication and relationship-building skills, both with clients and internal stakeholders
What is on offer:
- Our client is open and flexible on what basic they can offer depending on the person, reflective of the experience and quality required for this role, so more experienced candidates are also encouraged to apply
- Discretionary bonus based on overall performance, including both new and existing business revenue
- The opportunity to join one of the UK's leading wealth management businesses, with a proven track record of rewarding and promoting people who work hard and perform, rather than progression being about tenure alone
- Plenty of scope to build, grow and shape your own success within a growing office
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What’s next?
If this sounds like the right opportunity for you, or you know somebody it might suit, then we would love to hear from you. Please get in touch or apply for further details.
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