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- Tasks: Manage an existing client portfolio and collaborate with investment managers to grow the business.
- Company: Top national wealth manager known for recognising and rewarding talent.
- Benefits: Flexible hybrid working model, strong work-life balance, and career progression opportunities.
- Why this job: Join a supportive team and develop your skills in financial planning with high-net-worth clients.
- Qualifications: Experience in financial planning and strong presentation skills are essential.
- Other info: Dynamic environment focused on building long-term relationships and professional growth.
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. 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. 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.
Financial Service Planner in Edinburgh 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 Service Planner in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at top wealth managers. A personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your presentation skills. Since this role values strong communication, practice explaining complex financial concepts in simple terms. We want you to shine when discussing your experience with HNW clients!
✨Tip Number 3
Show your commitment to building long-term relationships. During interviews, share examples of how you've fostered client trust and loyalty in your previous roles. This will resonate well with employers looking for someone who aligns with their values.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in your journey to becoming a successful Financial Service Planner.
We think you need these skills to ace Financial Service Planner in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Service Planner role. Highlight your experience with HNW clients and any relevant financial planning qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our team. Don’t forget to mention your commitment to building long-term relationships, as that’s super important to us.
Showcase Your Presentation Skills: Since strong presentation skills are key for this role, consider including examples of how you've effectively communicated complex financial concepts in the past. This will help us see your potential to engage with clients and stakeholders.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
Brush up on your financial knowledge, especially around high-net-worth (HNW) clients. Be prepared to discuss specific financial planning strategies and how you can apply them to the existing client portfolio you'll be taking over.
✨Showcase Your Relationship Skills
Since building long-term relationships is key, think of examples from your past where you've successfully developed client relationships. Be ready to share how you approach client interactions and maintain those connections.
✨Demonstrate Your Team Spirit
This role involves working closely with Investment Managers and other Financial Planners. Highlight your collaborative experiences and how you’ve contributed to team success in previous roles. Show that you’re not just a lone wolf but a team player.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and their expectations for the role. This shows your genuine interest and helps you understand how you can fit into their culture and contribute to their goals.
