Senior Associate Director, Financial Planning – Hybrid

Company: SW Group
Apply for the Senior Associate Director, Financial Planning – Hybrid
Location: City of Edinburgh
Job Description:

Evelyn Partners in Edinburgh is seeking an Associate Director – Financial Planning to lead client advisory and tax-efficient planning for private clients. You will mentor junior FPs, work with BD and Investment teams, and drive growth with a focus on high-quality financial planning and relationships.

The role offers hybrid working with senior-level exposure across the FP business, emphasizing expertise in retirement planning, inheritance, and risk management.

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Posted: October 7th, 2026