Chartered Financial Planner – Lead HNW/UHNW Clients, Leeds

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.

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