Financial Divisions in Edinburgh is seeking a Senior Financial Planner (ideally Chartered) to manage a client base of 90 clients (£120m AUM) with a hybrid working model. The role covers pensions, investments, estate planning, trusts and IHT planning, serving clients across Edinburgh, Glasgow and the north of England.
The successful candidate will have 4+ years of advising experience, CAS signed off and active SPS, and will play a key role in intergenerational planning while building strong
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