Nigel James Associates Ltd
Financial Planning Team Leader
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Financial Planning Team Leader – Hampshire
SIGNIFICANT SIX FIGURE BASIC | DISCRETIONARY BONUS | HAMPSHIRE | HYBRID
A genuinely exciting opportunity to join one of the UK's most respected wealth management businesses in a client facing leadership role at their Hampshire office, combining hands-on financial planning with team leadership responsibility.
Our client is looking for an experienced and senior Financial Planner to lead the financial planning function within a well-established regional office, working closely with a strong team of Investment Managers to develop and deliver financial planning advice to existing and new HNW individuals. Alongside your own client-facing work, which will make up the majority of the role, you will provide leadership, oversight, and support to an experienced team of Financial Planners and their supporting staff. This is firmly a player-manager position.
You will be expected to build financial planning revenue from within the existing investment management client base through strong internal relationships with the IM team. The client base is high quality HNW, and the opportunity to generate meaningful financial planning fees is considerable given the scale and depth of the existing client relationships. If you also have the ability to develop external business through professional introducers, this would be very well received.
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The role:
- Lead the financial planning team within the Hampshire office, providing oversight and support to experienced Financial Planners and their supporting staff
- Work closely with the Investment Management team to develop and deliver holistic financial planning advice to existing HNW clients
- Build financial planning revenue from within the existing investment management client base
- Have or develop professional introducer relationships externally where possible
- Contribute to the overall financial planning fee target for the office
- Ensure the highest standards of advice quality and compliance across the financial planning function
What we are looking for:
- A highly experienced Financial Planner with a strong track record of delivering complex holistic advice to HNW clients
- Level 4 Diploma in Financial Planning as a minimum - Chartered status is desirable
- Experience of leading, mentoring, or supporting a team of financial planners, whether formally or informally
- A natural relationship builder who thrives in a collaborative environment working alongside Investment Managers
- The ability to develop external business through professional connections would be highly valued
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What is on offer:
- A significant six figure basic salary for the right candidate
- Discretionary bonus based on fees generated, quality of internal collaboration, and advice standards
- Hybrid working with two to three days per week in the Hampshire office
- The platform, infrastructure, and client base of one of the UK's most established and respected wealth management businesses
- A senior role with real scope to make an impact
If you are a senior Financial Planner who enjoys both client-facing work and leading a small team, and who is looking to do this within a well-resourced and highly respected business, this is a conversation well worth having.
Please get in touch with Lloyd Prior at Nigel James Associates — lp@nigeljamesassociates.com | 0208 143 7672.
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