Financial Planning Leader – Associate Director (Edinburgh)

Financial Planning Leader – Associate Director (Edinburgh)

Full-Time On-site
SmartRecruiters Inc

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: SmartRecruiters Inc

SmartRecruiters Inc is an excellent employer for Product Designers, offering a collaborative environment where creativity and innovation thrive. With a strong focus on user-centered design, employees benefit from opportunities for professional growth and development, while contributing to meaningful projects that enhance user experiences. Located in a vibrant area, the company fosters a culture of teamwork and support, making it an ideal place for passionate designers to advance their careers.

SmartRecruiters Inc

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SmartRecruiters Inc Recruitment Team