Chartered Financial Planner - Lead HNW/UHNW Clients, Leeds

Posted 1 hour 42 minutes ago by Nigel James Associates Ltd

Permanent
Full Time
Other
Yorkshire, Leeds, United Kingdom, LS1 8
Job Description

Nigel James Associates Ltd in Leeds is seeking an experienced Chartered Financial Planner to join a respected wealth management team serving HNW/UHNW clients. You will inherit part of an existing high-calibre portfolio and transition with support from a senior Partner.

You will develop your own client base through referrals, deliver holistic financial planning, and have full admin and paraplanning support so you can focus on advising.