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Associate, Financial Planning Suitability & Advisory

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: St. James’s Place
Contract position
Listed on 2026-06-13
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: City of Edinburgh

St. James’s Place is looking for an Associate to perform suitability assessments for various business submissions across its financial advisers. This role offers a 12-month fixed-term contract and is based in Edinburgh, Cirencester, or Bristol with a hybrid working model.

The ideal candidate should have a Diploma in Regulated Financial Planning or be partway through their qualification, along with strong technical and analytical skills. Competitive parental leave and private medical insurance are among the benefits offered.

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Position Requirements
10+ Years work experience
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