Role Nigel James Associates are partnered with a standout wealth management company who have a great reputation in the industry, to help them secure a senior level appointment into their financial planning team. This particular role comes with a proportion of a client portfolio consisting of some of the biggest clients in the business. Alongside providing financial advice to your existing clients you will be required to grow your client book through business development, via client referrals, and internal/external networking with stakeholders and professional introducers. Requirement You will be a Level 4 qualified professional, or close to Chartered and/or Certified Financial Planner. You must be technically astute but commercial in your approach. You will be used to providing full holistic financial planning advice to HNW and UHNW clients. You will enjoy getting into the details of complex cases/advice. Why join? Our client has a hybrid working policy in place and believe that a work/life balance is important. They have a great culture which they continually strive to improve. They ask that their employees work in a collaborative manner not just within their teams but also across the wider business and also recognise individual efforts. There is plenty of scope for career progression on offer and our client believes in rewarding great talent. What next? If you believe this role could be for you then please either apply or get in touch to find out more