Financial Planner - Nigel James Associates Ltd

Overview

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking a motivated Financial Planner who is looking to progress their career in financial planning and has the aptitude to develop business, working with both more senior/experienced Financial Planners and the leadership team, to grow their skillset.

Role overview as described above; this role involves managing and growing a client portfolio, collaborating with Investment Managers and external stakeholders, and progressing within a financial planning career.

Requirement This role requires a proactive approach to driving growth while delivering exceptional service to clients. Ideally, you are Level 4 qualified, with a preference for those who are Chartered or actively pursuing Chartered status. Experience working with HNW clients and offering comprehensive, holistic financial planning is essential. Our client values professionalism, strong presentation skills, and a genuine commitment to fostering long-term, meaningful relationships.

Why join? Our client is known for recognising and rewarding exceptional talent and dedication. They offer a flexible hybrid working model, appreciating the seniority of the role while prioritising work-life balance to help their employees thrive. The team environment is highly supportive, offering a strong foundation for your success. For the right person who is ready to make an impact, this role will have great career scope and a clear progression pathway which can move onto Director and leadership roles.

What next? If you believe this role could be for you then please either apply or get in touch to find out more!