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- Tasks: Manage client portfolios and collaborate with investment managers to drive business growth.
- Company: Top national wealth manager with a supportive team culture.
- Benefits: Flexible hybrid working, career progression, and recognition for talent.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 qualified, experience with HNW clients, and strong relationship-building skills.
- Other info: Great career scope with pathways to leadership roles.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
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.
If you believe this role could be for you then please either apply or get in touch to find out more!
Financial Planner in Dunfermline employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Dunfermline
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at Nigel James Associates. A personal introduction can make all the difference!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; demonstrate your passion for financial planning and how you can contribute to their success.
✨Tip Number 3
Practice your presentation skills! Since strong presentation skills are key for this role, consider doing mock interviews with friends or mentors to refine your delivery and boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planner in Dunfermline
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your qualifications, especially if you're Level 4 qualified or pursuing Chartered status, and showcase any experience with HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your motivation for the role and how you can contribute to the team. Mention your proactive approach to driving growth and delivering exceptional service to clients.
Showcase Your Soft Skills: In this role, professionalism and strong presentation skills are key. Make sure to highlight these in your application. Share examples of how you've built meaningful relationships with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our supportive team!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and planning strategies. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles, especially with HNW clients.
✨Showcase Your Client Relationships
Prepare examples that highlight your ability to build and maintain long-term relationships with clients. Discuss specific instances where your proactive approach led to client satisfaction or growth, as this aligns with the company's values.
✨Demonstrate Your Growth Mindset
Since the role involves working closely with senior Financial Planners, express your eagerness to learn and develop. Share your plans for pursuing Chartered status and how you intend to leverage mentorship opportunities within the team.
✨Practice Your Presentation Skills
Strong presentation skills are crucial for this role. Consider rehearsing a mock presentation on a financial topic relevant to the company’s clientele. This will not only showcase your expertise but also your ability to communicate complex information clearly.
