Job Description
Role
Nigel James Associates have been appointed by a highly established financial planning company based in the heart of Kent with a fantastic reputation to recruit an experienced Financial Planner to join the business to take over a portfolio of HNW clients. Full support Admin and Paraplanning support will be provided. Our client provides truly whole of market solutions and fully holistic planning solutions.
Requirements
Our client is seeking an experienced Financial Planner that is used to working with HNW clients providing quality advice and is a strong relationship manager. You will be Chartered qualified or very close to becoming Chartered. Ideally, my client is seeking somebody that may have some clients of their own to bring with them to contribute to the existing portfolio of clients they are looking to pass over but this isn’t crucial to be considered for the role. They work with clients that typically have a minimum of £300k upwards to invest.
Why join?
If you are a Financial Planner living in/around Kent and looking to join a professional financial planning company with a great culture where you can focus on delivering first rate service to HNW clients then this is the perfect opportunity for you. Our client is looking to pay a highly attractive basic salary for the right person and happy to put a completely bespoke...