Financial Planning Leader – Associate Director
Listed on 2026-10-26
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Management
Wealth Management -
Finance & Banking
Wealth Management, Corporate Finance
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.
We are looking to fill the Financial Planning Leader – Associate Director (Edinburgh) position at Evelyn Partners in City of Edinburgh, Scotland, United Kingdom.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Planning Leader – Associate Director (Edinburgh) role in the description above.
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