Financial Planner, Team Leader

Nigel James Associates Ltd; City of Edinburgh; On-site; GBP 70,000 - 100,000; Full time

Job summary

Join a highly regarded financial planning company as a senior Financial Planner in Edinburgh. Lead a dedicated team, manage high-net-worth clients, and enjoy robust administrative support while focusing on client relationships. Excellent compensation package with potential six-figure salary reflects your experience and skills in the financial domain.

Qualifications

• Experienced Financial Planner with HNW clients.
• Management experience preferred; mentoring capability essential.
• Strong relationship management skills required.

Responsibilities

• Manage existing HNW clients and grow portfolio.
• Mentor and manage other Financial Planners.
• Provide highest level of advice/service to clients.

Skills

Relationship Management

Client Advice

Mentoring

Job description

1 week 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 are delighted to be partnered with a highly established regional financial planning company with ties to a leading professional services firm to recruit for a senior Financial Planner to lead their Edinburgh team. Predominately the role will be to manage existing HNW clients given to you as well as proactively growing your portfolio, working with the professional partners in the business. Alongside this you will lead by example mentoring and managing other Financial Planners in the team. Full and robust admin/paraplanning support will be provided so you can focus on working with clients and your team.

Requirements

You will be a skilled and experienced Financial Planner that is used to working with HNW clients. If you had some management experience of other people (including other Advisers and/or support staff) this would be ideal. However, our client would consider somebody who is a strong practitioner and shows the ability and gravitas to mentor/lead others looking for that next step in their career. Most clients come through internal professional contacts within the business but if you had the aptitude/experience to network externally this would be advantageous. What is key to be successful in the role is to be a good relationship manager with the ability to build strong connections with your peers and team. You must value the service you provide and the clients you advise. This hire is as much about culture fit as well as skillset relevant for the role.

Why Join

This is a brilliant opportunity to join a company with a fantastic reputation across the country known as a quality brand that provide the highest level of advice/service. Our client would look to offer up to a £six figure basic salary for the right person and bonuses will be dependent on yours and the teams performance.

What next

If you have the relevant skills and experience for this position and would like to apply please send through an up to date copy of your CV. If you would like further information before applying then please do get in touch.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management, Strategy/Planning, and Consulting

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