Senior Financial Planner

Role

Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their Surrey office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking externally and working with professional introducers to drive new business forward.

Requirements

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients. You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

Why join?

The role will offer a high basic salary plus bonuses and benefits. There is a clear career path on offer and the opportunity to progress in seniority in the business as you grow in experience and stature. Our client is extremely supportive and actively encourages career progression.

What next?

If you are a professional, experienced and driven Financial Planner who is looking for to join a truly standout company then please do apply or get in touch with one of our team to find out more.