Nigel James Associates Ltd
Senior Financial Planner
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Financial Planner | Somerset / Devon
We are proud to be working exclusively with one of the UK's most established and respected wealth management businesses to appoint an experienced Financial Planner to their team in Bristol.
This is a genuinely exciting opportunity. You will be joining a long-established, nationally recognised business with an outstanding reputation and a highly regarded advice process. The role comes with an existing client bank to take over and manage, giving you an immediate and meaningful portfolio to work with from day one.
The clients you will be looking after are predominantly HNW private individuals with average investment portfolios in the region of £700k-£1m but some that will have a lot larger portfolios than this. Your primary focus will be on delivering an outstanding ongoing service and building strong, lasting relationships with those clients. Alongside this, you will have the opportunity and encouragement to grow your portfolio through referrals, professional introducer relationships and your own network, though this is very much a relationship management role first and foremost.
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What we are looking for:
- An experienced Financial Planner with a strong track record of managing HNW client relationships to a high standard
- Somebody who is proactive and relationship driven, with the ability and desire to grow a portfolio organically over time
- Somebody that is based in/around the Bristol area to be able to travel and meet clients
- Level 4 qualified as a minimum, Chartered status or advanced qualifications are an advantage
- A genuine passion for financial planning and delivering outstanding, bespoke client outcomes
- Comfortable working collaboratively alongside Investment Managers and across a wider wealth management business
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What is on offer:
- A competitive £six figure basic salary dependent on experience
- Bonus based on total revenue including both existing and new fee income
- An existing client bank to take over from day one
- The support and infrastructure of one of the UK's most respected wealth management businesses
- Real career development within a forward-thinking and growing financial planning team
If this sounds like the right opportunity for you, or you know somebody it might suit, I would love to have a confidential conversation.
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