Wealth Planner - High-Net-Worth Clients
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-10-26
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Succession Wealth is seeking Wealth Planners to provide independent financial advice to high-net-worth clients. You will develop new client relationships, deliver tailored, compliant advice, and work with in-house specialists to exceed client outcomes.
The role supports flexible, home-based working with local office links, aiming for growth within a leading national wealth firm. Applicants should be Level 4+ advisers, with at least 1 year of client management experience, and a drive to
Are you ready to take on the Wealth Planner
- Hybrid Role for High-Net-Worth Clients role at Successionwealth?
As a Wealth Planner
- Hybrid Role for High-Net-Worth Clients, you will play an important part at Successionwealth in Scotland, United Kingdom.
We invite applications for the Wealth Planner
- Hybrid Role for High-Net-Worth Clients position located in Scotland, United Kingdom.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).