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Regional Financial Planning Director
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-01
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-09-01
Job specializations:
-
Management
Wealth Management, Financial Manager -
Finance & Banking
Wealth Management, Financial Manager
Job Description & How to Apply Below
I'm hiring a Regional Financial Planning Director to take the helm in Edinburgh within a large Wealth management firm.
This is a Certified Person role with genuine strategic influence. You'll be driving net revenue and asset growth while leading a high-performing adviser team through coaching, development and operational excellence.
What makes this unmissable:
- Lead and develop top-tier financial planning talent
- Manage substantial client portfolios across the full wealth proposition
- Champion digital adoption and innovation across your region
- Boardroom-ready position with real influence on strategic direction
- Negotiable package with excellent bonus potential
If you're an experienced financial planning leader ready to make the unbelievable achievable, let's talk.
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