More jobs:
Holistic Wealth Planner HNW Clients
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-21
Listing for:
Annular Group
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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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