Wealth Planning Director

Role

Nigel James Associates are delighted to be working with one of the country’s top Wealth Managers supporting them to recruit for an experienced Financial Planner to join them in their Bristol office. You would receive some clients to start working with to organically grow your book and there is progression to a team management position. Our client provides both financial planning and investment services. You will be working with internal stakeholders of the business to develop a client portfolio of HNW individuals.

Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.

Requirements

You must have 5 years plus experience advising. You need to be commercially focussed and be able to develop business as well as maintaining strong relationships to provide high level advice to HNW clients. You will be at the very least working towards being Chartered, if not already Chartered.

Why join?

This is a brilliant opportunity to join a well-known brand in the industry with a fantastic reputation. There is a clear path, along with support and encouragement for the progression of your career. You will be rewarded with a substantial basic salary alongside bonuses and benefits.

What next? xwzovoh

If you have the relevant skills and experience, and looking for an exciting/challenging opportunity with a company which offer fantastic careers, you should apply!