Associate Director Financial Planning

Edinburghhybriddirector

Posted 4mo ago · via Smartrecruiters

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About this role

About Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. This is an exciting time to join the FP team in Edinburgh.…

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What we'd score you on

reqspace match rubric

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Skills match

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Level fit

This role is director-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Edinburgh. We weight your proximity and willingness to relocate.

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Skills in this role

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