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Senior Financial Planner – HNW & Leadership Path

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Jobster
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Manager
Job Description & How to Apply Below
Position: Senior Financial Planner – HNW Growth & Leadership Path
Location: City of Edinburgh

A leading national wealth manager in Edinburgh is excited to hire a motivated Financial Planner to manage an existing client portfolio and collaborate closely with Investment Managers and external stakeholders. Candidates should ideally be Level 4 qualified, with a preference for those pursuing Chartered status.

This role offers a supportive team environment, a flexible hybrid working model, and clear paths for career progression to leadership roles. Exceptional dedication is recognized and rewarded in their organization.
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Position Requirements
10+ Years work experience
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