Associate Director – Financial Planner

A leading UK wealth management firm is looking for an Associate Director Financial Planner to join its Edinburgh office. The team has strong momentum, with referrals and new business opportunities arriving consistently.

This is a chance to take ownership of an established client portfolio and grow it, with senior-level exposure across the business. You will work alongside the business development and investment teams and mentor junior planners.

The Role

You will be a proactive, growth-minded planner who enjoys winning new business and building long-term client relationships. You will inherit a book of clients, with average investable assets of c.£750,000 to £1 million per client, and have real scope to expand it.

Your responsibilities will include:

• Advising and supporting clients, working with the business development team to convert new leads into new business
• Building new client relationships and developing existing ones to keep attrition low and generate referrals
• Leading professional, technically accurate client meetings
• Providing holistic advice covering retirement planning, investments, inheritance and tax efficiency
• Working closely with investment management and professional services colleagues
• Building and nurturing relationships with professional advisers and centres of influence

Salary and Package

Salary of up to £85,000, depending on experience. The package also includes:

• Pension contribution
• Private medical insurance
• Life assurance
• Generous holiday allowance, with the option to buy additional days
• Shared parental leave
• Hybrid working (role dependent)