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Chartered Financial Planner HNW Wealth; Hybrid

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Nigel James Associates Ltd
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 90000 GBP Yearly GBP 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Nigel James Associates Ltd. is seeking a Senior Financial Planner in Newcastle to join a well-established wealth management team.

You will work with Investment Managers to deliver holistic planning to HNW clients, with portfolios typically ranging from £1m to £30m, and you will attend client pitches alongside the investment team. The role includes ongoing planning, strong compliance, and paraplanning support to keep you focused on delivering high-quality advice for established clients in a

As a Chartered Financial Planner for HNW Wealth (Hybrid), you will play an important part at Nigel James Associates Ltd in Newcastle upon Tyne, England, United Kingdom.

We would love to welcome a new Chartered Financial Planner for HNW Wealth (Hybrid) to our organisation in Newcastle upon Tyne, England, United Kingdom.

For the Chartered Financial Planner for HNW Wealth (Hybrid) position at Nigel James Associates Ltd, we are reviewing applications now.

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