Senior Financial Planning Director – Hybrid & Client Growth

Company: Evelyn Partners
Apply for the Senior Financial Planning Director – Hybrid & Client Growth
Location: City of Edinburgh
Job Description:

Evelyn Partners in Edinburgh is seeking an Associate Director – Financial Planning to lead client relationships, develop new business with BD, and drive the annual plan. The role requires delivering technically accurate, compliant financial planning advice and coordinating with Investment Management and Professional Services teams.

You will mentor junior financial planners, contribute to strategic growth, and maintain high standards of service while navigating a fast-paced, client-focused

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Posted: October 17th, 2026