Annular Group in Edinburgh is seeking a Financial Planner to deliver high-quality, holistic financial planning advice to High-Net-Worth and Ultra-High-Net-Worth clients. You’ll work with investment managers and specialists to tailor retirement planning, tax-efficient wealth structuring, and estate planning.
You will build lasting client relationships, lead meetings, and contribute to the growth of a developing financial planning proposition in a supportive, autonomy‑driven environment.
Financial Planner: Holistic Wealth & Long-Term Growth employer: Annular Group
Annular Group is an exceptional employer located in the vibrant city of Edinburgh, offering a dynamic work culture that prioritises integrity and client care. As a Senior Investment Manager, you will enjoy complete autonomy in managing high-net-worth clients while benefiting from a supportive environment that fosters professional growth and long-term relationships. With a focus on meaningful outcomes and a commitment to employee development, Annular Group stands out as a rewarding place to advance your career in investment management.
