Nigel James Associates Ltd
Partner, Financial Planning
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Partner, Financial Planning | London | Leading Wealth Management Group
Role
A rare opportunity has arisen for a seasoned, commercially focused Financial Planner to join a prominent, national wealth management and financial planning group at Partner level, based in their London office. This is a senior appointment, suited to someone well versed in advising HNW and UHNW clients who is ready for the next step in their career.
Unlike many competitors, where the investment or private banking function tends to lead the client relationship, Financial Planners here own and lead their own client relationships, backed by one of the largest financial planning teams in the country. It's a model that gives you far greater control over your own destiny and the shape of your own book, rather than sitting in a purely supporting capacity. You will also bring strong business development skills, whether that's built through close collaboration with Investment Managers internally, external professional introducers, or a combination of both. As the business continues to evolve and grow, there is real opportunity to develop new avenues and channels for bringing in business over time, making this a very exciting moment to join.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
To be considered for this role you will have or must be:
- A seasoned, experienced Financial Planner with a strong track record advising HNW and UHNW clients
- Commercially focused, with strong business development skills and the ability to build relationships both internally with Investment Managers and externally with professional contacts
- Comfortable operating at a senior, Partner level within a large, established business
- A specific client niche or vertical market expertise would be advantageous, though this is not a prerequisite
Why join?
This is a fantastic opportunity to join a highly regarded, large-scale wealth management business in a senior capacity, offering one of the largest and most established financial planning teams in the country and a relationship-led model that puts you firmly in control of your own success. It's a time of real growth and evolution for the firm, with further opportunities to grow business through various channels as the business continues to develop. An attractive six figure basic is on offer, plus a highly attractive bonus structure, which for an established Partner could reach in excess of 50% of basic salary, based on both existing client revenue and new business generated. Hybrid working is in place as they recognise a balance is important.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What next?
If you are an experienced, proactive and professional Financial Planner in the industry who is open to a new opportunity, this could be the role and the business for you. Please get in touch or apply for further details, in confidence.
Please note - this is not a role suited to applicants within Financial Planning & Analysis. You must be a qualified Financial Planning Practitioner to be considered.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location