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Senior Financial Planner — Holistic Planning & Growth Lead
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-25
Listing for:
Nigel James Associates Ltd
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Nigel James Associates Ltd is seeking an experienced Financial Planner to join their Birmingham office. This role involves collaborating closely with Investment Managers to deliver holistic financial planning advice to high-net-worth clients.
The ideal candidate will have a strong track record in financial planning, outstanding client relationship management, and be qualified at Level 4 DipFA/DipPFS or Chartered status. This is a significant opportunity to grow and shape the financial planning function within the company.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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