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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Financial Planning Leader – Associate Director (Edinburgh) employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
