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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.
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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 organically grow the business.
Requirements
Applicants should have 5+ years of experience advising clients with a minimum of £250k+ investments and ideally be Chartered qualified or close to achieving Chartered status. The candidate should possess exceptional relationship management skills to generate new business via client referrals, external networking, professional introducers, and wider affinity relationships.
Why Join?
The client has a strong reputation and culture, offering career progression. They provide a six-figure basic salary with discretionary bonuses on existing business, plus a percentage on new fee income, which is not subject to validation. Full paraplanning and administrative support will be provided, allowing focus on clients and relationships.
What Next?
Please apply below or contact our team at Nigel James Associates to learn more.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Consulting, Business Development, and Strategy/Planning
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