Senior Financial Planning Director: Client Growth & Strategy

SW Group

ScreenedHybrid

City of Edinburgh, Scotland

Posted 3 days ago

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About the role

A leading financial services company in Edinburgh is seeking an Associate Director – Financial Planning. The ideal candidate will manage and support client needs while collaborating with teams to generate new business. Responsibilities include building strong client relationships, maintaining comprehensive records, and ensuring clients receive tailored financial advice. This role demands strong analytical skills and a dedication to client service in a dynamic environment and offers benefits including a competitive salary and hybrid working model. #J-18808-Ljbffr

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