Role
Nigel James Associates are partnered with a leading SME wealth management firm who are looking for a Senior Financial Planner to join them in their Edinburgh office as part of succession planning. The role would be taking over a proportion of existing HNW private clients to organically grow.
Requirements
Our client would like applicants to 5 years plus experience advising clients with a minimum of investments of £250k+ and ideally Chartered qualified, if not close to achieving Chartered status. As there will be an existing book passed on to organically grow, our client is seeking someone who has exceptional relationship management skills to generate new business via client referrals and also the proven ability to acquire new business through external networking with professional introducers and wider affinity relationships.
Why Join?
Our client has a great reputation, culture and will provide career progression. They are offering a £six figure basic salary with discretionary bonus on top for existing business. They are also paying a percentage on new fee income generated which is not subject to validation. Full paraplanning and administration support will be given meaning full focus can be on clients and relationships.
What Next?
Please apply below or alternatively contact one of our team at Nigel James Associates to find out more.