More jobs:
Hybrid Senior Financial Planner - High-Value Portfolio
Job in
Poole, Dorset County, BH15, England, UK
Listed on 2026-07-31
Listing for:
Nigel James Associates Ltd
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Nigel James Associates Ltd in Poole and Salisbury is seeking an experienced Senior Financial Planner to join their team. You will take over an existing client portfolio and deliver holistic advice across tax planning, retirement, investment, and estate planning in a hybrid pattern.
You will mentor junior planners, work with paraplanners, and develop new business through referrals and partnerships. The role emphasizes client-first service and a strong compliance background.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×