Senior Financial Planner

ZipRecruiter; City of Edinburgh; On-site; GBP 100,000 - 130,000; Full time

Job summary

Join a leading wealth management firm in Edinburgh as a Senior Financial Planner, where you'll take over high-net-worth clients and focus on organic growth. With a strong reputation and supportive culture, this role offers significant career progression and a competitive six-figure salary. You'll benefit from full paraplanning and administrative support, allowing you to concentrate on building client relationships and generating new business through your exceptional networking skills. This is an exciting opportunity to make a real impact in a thriving firm.

Benefits

Discretionary Bonus

Full Paraplanning Support

Administrative Support

Career Progression Opportunities

Qualifications

• Over 5 years of experience advising high-net-worth clients.
• Exceptional relationship management skills for client referrals.

Responsibilities

• Manage existing HNW clients and grow the client base organically.
• Generate new business through networking and referrals.

Skills

Relationship Management

Client Acquisition

Networking

Education

Chartered Financial Planner

Relevant Financial Qualifications

Job description

Job Description

Role

Nigel James Associates are partnered with a leading SME wealth management firm seeking a Senior Financial Planner to join their Edinburgh office as part of succession planning. The role involves taking over a portion of existing HNW private clients to grow organically.

Requirements

The ideal candidate will have over 5 years of experience advising clients with a minimum of £250k in investments, preferably Chartered or close to achieving Chartered status. The candidate should possess exceptional relationship management skills to generate new business through client referrals and have a proven ability to acquire new clients via external networking with professional introducers and affinity groups.

Why Join?

Our client boasts a strong reputation and supportive culture, offering career progression. The package includes a six-figure basic salary, discretionary bonus on existing business, and a percentage on new income generated, which is not subject to validation. Full paraplanning and administrative support will be provided, allowing a focus on client relationships.

What Next?

Please apply below or contact our team at Nigel James Associates to learn more.