Evelyn Partners in Edinburgh is seeking an Associate Director - Financial Planning to lead client advisory and tax-efficient planning for private clients. You will mentor junior FPs, work with BD and Investment teams, and drive growth with a focus on high-quality financial planning and relationships.
The role offers hybrid working with senior-level exposure across the FP business, emphasizing expertise in retirement planning, inheritance, and risk management.
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Senior Associate Director, Financial Planning – Hybrid employer: SW Group
At S&W, we pride ourselves on being one of the UK’s top 10 fastest-growing accountancy firms, offering a dynamic and entrepreneurial work environment that fosters professional growth and collaboration. Our commitment to employee development is reflected in our comprehensive benefits package, including private medical insurance, generous holiday allowances, and fully funded training towards professional qualifications. Join us in a culture that values diversity and inclusion, where you can thrive while making a meaningful impact in the real estate sector.
