Partner, Financial Planning

Job description

Role

Nigel James Associates are thrilled to collaborate with an award-winning/high profile national wealth management company. We are recruiting for an experienced and senior financial planner at Partner level to join them in their Surrey office. You will advise/manage HNW-UHNW clients alongside driving new business via networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially driven and will thrive within a dynamic, forward-thinking culture.

Requirements

• You will be an accomplished Financial Adviser with the experience of delivering quality advice to HNW clients.
• If you had exposure working within a specific client niche this would be advantageous.
• You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planning.
• You will be professional yet have an approachable manner.
• Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum.

Why join?

With continuous growth across the country, this wealth management company have gone from strength to strength which provides opportunity and career scope. Their business is built on strong relationships, teamwork and tailoring their services to ensure a outstanding service for their clients. This role comes with a very desirable £six figure basic salary, performance based bonuses and corporate benefits with the potential to improve on this year on year.

What next?

If you believe this role could be for you then please either apply or get in touch to find out more!

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Guildford Area

Type of Contract

Part-time jobs

Published at

10-01-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English