Financial Planner

Nigel James Associates Ltd; City of Edinburgh; Hybrid; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Flexible working model

Career progression opportunities

Job summary

A leading financial services firm located in Edinburgh is seeking an experienced Financial Planner to manage an existing client portfolio while collaborating with Investment Managers and stakeholders. The ideal candidate will be Level 4 qualified, preferably Chartered or pursuing Chartered status, and have experience with high net worth clients. The role offers a hybrid working model and excellent career progression opportunities within a supportive team environment.

Qualifications

• Experience working with high net worth (HNW) clients.
• Ability to offer comprehensive, holistic financial planning.
• Commitment to building long-term, meaningful client relationships.

Responsibilities

• Take over an existing client portfolio from a retiring IFA.
• Work closely with Investment Managers and external stakeholders.
• Build business and develop your skillset within a supportive team environment.
• Build long-term relationships and contribute to leadership team.

Skills

Proactive approach to driving growth

Strong presentation skills

Exceptional client service

Education

Level 4 qualification

Chartered status or pursuing

Job description

1 day ago Be among the first 25 applicants

Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nigel James Associates Ltd

Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking a motivated Financial Planner who is looking to progress their career in financial planning and has the aptitude to develop business, working with both more senior/experienced Financial Planners and the leadership team, to grow their skillset.

Requirement

This role requires a proactive approach to driving growth while delivering exceptional service to clients. Ideally, you are Level 4 qualified, with a preference for those who are Chartered or actively pursuing Chartered status. Experience working with HNW clients and offering comprehensive, holistic financial planning is essential. Our client values professionalism, strong presentation skills, and a genuine commitment to fostering long-term, meaningful relationships.

Our client is known for recognising and rewarding exceptional talent and dedication. They offer a flexible hybrid working model, appreciating the seniority of the role while prioritising work-life balance to help their employees thrive. The team environment is highly supportive, offering a strong foundation for your success. For the right person who is ready to make an impact, this role will have great career scope and a clear progression pathway which can move onto Director and leadership roles.

What next?

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development, Consulting, and Strategy/Planning