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Senior Financial Planner - HNW

Remote / Online - Candidates ideally in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Nigel James Associates Ltd
Full Time, Remote/Work from Home position
Listed on 2026-10-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 45000 - 75000 GBP Yearly GBP 45000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm located in Edinburgh is seeking an experienced Financial Planner to manage an existing client portfolio while collaborating with Investment Managers and stakeholders. The ideal candidate will be Level 4 qualified, preferably Chartered or pursuing Chartered status, and have experience with high net worth clients. The role offers a hybrid working model and excellent career progression opportunities within a supportive team environment.
The following position is for a Senior Financial Planner - HNW Growth & Hybrid Role with Nigel James Associates Ltd. Join us at Nigel James Associates Ltd as our next Senior Financial Planner - HNW Growth & Hybrid Role in City of Edinburgh, Scotland, United Kingdom. We are currently recruiting a Senior Financial Planner - HNW Growth & Hybrid Role for our team in City of Edinburgh, Scotland, United Kingdom.
Position Requirements
10+ Years work experience
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