Chartered Financial Planner for HNW Wealth (Hybrid)

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

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