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Senior Financial Planner – Holistic Wealth Advisor

Job in Inverurie, Aberdeenshire, AB51, Scotland, UK
Listing for: AC Wealth (Aberdein Considine Wealth Ltd)
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A financial advisory firm in the UK is looking for an experienced Financial Planner to provide independent financial advice to clients. Located in Aberdeen and Inverurie, you will manage client relationships, conduct annual reviews, and support clients in achieving their financial goals. The ideal candidate will hold a CII Level 4 Diploma and have experience as a Financial Planner, as well as a commitment to their Chartered status.

This is a full-time position with a mid-senior level of seniority.
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Position Requirements
10+ Years work experience
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