Holistic Wealth Planner for HNW Clients (Edinburgh)

Holistic Wealth Planner for HNW Clients (Edinburgh)

Full-Time No working from home possible
Annular Group

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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Holistic Wealth Planner for HNW Clients (Edinburgh) employer: Annular Group

As a leading provider of enterprise network solutions, we pride ourselves on being an excellent employer that fosters a collaborative and inclusive work culture. Our hybrid working model allows for flexibility, while our commitment to employee growth is evident through funded training and clear career progression opportunities. Join us in Warrington/Runcorn to work with prestigious clients and enjoy competitive benefits, including a generous commission scheme and a supportive environment that values diversity.

Annular Group

Contact Details:

Annular Group Recruitment Team