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Financial Planner, Team Leader, Dunfermline
Client:
Location:
Job Category:
Other
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EU work permit required:
Yes
Job Views:
3
Posted:
06.06.2025
Expiry Date:
21.07.2025
Job Description:
Role
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. The role will primarily involve managing existing high-net-worth clients as well as proactively growing your portfolio, working with professional partners. You will also lead by example, mentoring and managing other Financial Planners. Full admin/paraplanning support will be provided to allow focus on clients and team management.
Requirements
You should be a skilled and experienced Financial Planner used to working with HNW clients. Management experience with staff or Advisers is advantageous but not essential; strong practitioners seeking leadership roles are encouraged to apply. Building relationships internally and externally is key, with a focus on relationship management and service quality. Culture fit is as important as skillset.
Why Join
This is an excellent opportunity to join a reputable company known for quality advice and service. The salary package could be up to a six-figure basic plus performance-based bonuses.
What next
If you meet the requirements and wish to apply, please send your updated CV. For further information, contact us before applying.
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