Annular Group in Edinburgh is seeking a Financial Planner to deliver holistic, client-centric financial planning for High-Net-Worth clients. You will collaborate with investment professionals to navigate retirement, tax planning, and wealth preservation, while building trusted relationships and driving long-term growth.
The role emphasizes professional autonomy, a high standard of advisory quality, and a clear path to progression within a growing planning division.
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Holistic Financial Planner for HNW Clients 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.
