Associate Director Financial Planning

We are seeking an Associate Director Financial Planning to join our team in Edinburgh. You will work alongside BD & Investment teams, mentor junior FPs, and get senior level exposure across the business. You will be responsible for client needs, generating new leads, and maintaining existing client relationships.

Requirements

• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave