Financial Planner

Role

Nigel James Associates is working with a leading professional practice with a wealth management arm who are seeking an experienced Financial Planner to cover South Devon and the Cornwall region.

Key Responsibilities:

• Liaising with potential clients via internal referrals and developing appropriate new business relationships
• Constructing appropriate solutions to the principles of best advice and implement solutions as agreed with clients.
• Delivering excellent high standards of client care by demonstrating sound competence in all stages of the advisory process.

As part of the role, you may be asked to travel to appointments and cover other regional offices, so a driving licence and car are required.

Requirements:

• Qualified Level 4 Diploma in Financial Planning, working towards Chartered ideal.
• Experience working with accountants is an advantage.
• Used to building long term client relationships.
• Competent in and able to communicate confidently with Partners and other areas of the business.
• Good knowledge of tax planning strategies within both personal and company investments
• Holistic knowledge across protection, pension, and investment planning

Why join?

This is an exciting opportunity to join a leading profession services practice with a wealth management arm who are one of the market leaders within the industry with a great culture employing some of the top professionals within the space.

Full support is provided in relation to paraplanning & administration.