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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Senior Financial Planning Director – Hybrid & Client Growth 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.
