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Holistic Wealth Planner HNW Clients

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Annular Group
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 45000 - 65000 GBP Yearly GBP 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Holistic Wealth Planner for HNW Clients )

Annular Group in Edinburgh is seeking a Financial Planner to deliver holistic planning for High-Net-Worth clients. You will collaborate with investment colleagues to address retirement, tax, and estate planning, while building lasting client relationships.

The role emphasizes autonomy, professional development, and a client-centric approach in a growing wealth proposition. You will contribute to a growing team with experienced professionals supporting ongoing growth.

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