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.
#J-18808-Ljbffr