Associate Director Financial Planning

Location: Edinburgh, United Kingdom. Hybrid working model depending on the role.

Company

A UK wealth management firm providing personalised investment management and financial planning advice to private clients.

What you will do

• Support existing clients and work with business development colleagues to generate leads and new business.
• Build, maintain, and develop client relationships through ongoing service, annual reviews, and referrals.
• Structure and lead client meetings, providing technically accurate advice aligned with client needs.
• Develop holistic financial planning strategies covering retirement, inheritance, tax efficiency, risk attitudes, and strategic requirements.
• Partner with Investment Management and Professional Services colleagues while building relationships with professional advisers.
• Maintain the new business pipeline, accurate client records, complaint resolution processes, and ongoing professional development.

Requirements

• Extensive experience in financial planning and working with new and existing clients on a fee basis.
• Strong knowledge of holistic financial planning strategies, products, and advice processes.
• Ability to analyse client information and make suitable recommendations.
• Excellent written and verbal communication, prioritisation, and client service skills.
• Experience operating within a risk management framework and understanding risks in a private client business.
• Relevant Level 4 qualification or above, an aspiration toward Level 7, and an up-to-date Statement of Professional Standing.

Culture & Benefits

• Hybrid working model, depending on the role.
• Private medical insurance and life assurance.
• Pension contribution and generous holiday package.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive, supportive, and respectful workplace with employee resource groups and diversity, equity, and inclusion initiatives.