Financial Planning Leader – Associate Director (Edinburgh)

Company: SmartRecruiters, Inc.
Apply for the Financial Planning Leader – Associate Director (Edinburgh)
Location: City of Edinburgh
Job Description:

Evelyn Partners in Edinburgh is seeking an Associate Director – Financial Planning to lead and develop client relationships, support the BD and Investment teams, and provide senior-level insight across the business.

You will mentor junior FPs, structure client meetings, and ensure advice is current, accurate, and aligned with retirement, inheritance and tax planning objectives while maintaining high service standards.

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Posted: October 5th, 2026