Nigel James Associates Ltd
Financial Planner
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Financial Planner – London
Six figure basic | Transparent bonus structure | London | Fully flexible working
A genuinely attractive opportunity for an experienced Financial Planner to join a well-regarded independent financial planning business in London, taking over an established portfolio of HNW private clients and continuing to grow it within a supportive, well-resourced team.
The role has arisen through the retirement of a senior Financial Planner and a period of extended leave for another, creating an excellent opportunity for the right person to inherit a quality client book with a soft handover process in place. The clients are predominantly based across London and Kent. There is genuine flexibility around how and where you work, the business does not operate to fixed office day requirements, so you can structure your time around what works best for you and your clients.
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The role:
- Inherit and manage an established portfolio of HNW private clients across London and Kent, with a soft handover process supported by the existing team
- Deliver holistic financial planning advice across pensions, investments, retirement, IHT, and estate planning
- Proactively generate new business through referrals and professional connections, targeting 8-15 new clients per annum
- Build long-term trusted client relationships and deliver an outstanding ongoing client experience
- Work with the support of a dedicated administration and paraplanning team
What we are looking for:
- An experienced Financial Planner with a strong track record of advising HNW private clients
- Chartered status is desirable - candidates working towards Chartered or close to achieving it are also welcome to apply
- A proactive approach to business development alongside strong relationship management skills
- Comfortable managing an inherited client portfolio and delivering continuity of service to existing clients
- Based in or within commutable distance of London
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What is on offer:
- A six-figure basic salary depending on experience
- A transparent and attractive bonus structure (a percentage of new fee income and new recurring income generated across the year, with significant earning potential)
- An established client portfolio to inherit with a supported handover process
- Full administration and paraplanning support
- Genuine flexibility around working pattern and office attendance
If you are an experienced Financial Planner looking for a quality role with an established client book, a genuinely attractive and transparent bonus structure, and the flexibility to work in a way that suits you, this is well worth a conversation.
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