Associate Director - Financial Planner
AMG Search
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. The Role WIll inherit some clients averaging c.£750k to £1m invested per client, with real scope to grow it Win new business alongside dedicated business development and investment teams Build relationships with professional advisers and mentor junior planners Key Details Location:
Edinburgh Contract:
Permanent, full time Salary:
Up to £85,000 + bonus and benefits (pension, private medical, life assurance, generous holiday) Qualifications:
Level 4 or above, with an up-to-date Statement of Professional Standing What We Are Looking For A proven business developer with a track record of generating new business and strong commercial awareness Experience advising clients with strong technical knowledge Excellent communication skills and a strong client service ethic Ambition to progress and be successful
TPBN1_UKTJ
Edinburgh Contract:
Permanent, full time Salary:
Up to £85,000 + bonus and benefits (pension, private medical, life assurance, generous holiday) Qualifications:
Level 4 or above, with an up-to-date Statement of Professional Standing What We Are Looking For A proven business developer with a track record of generating new business and strong commercial awareness Experience advising clients with strong technical knowledge Excellent communication skills and a strong client service ethic Ambition to progress and be successful
TPBN1_UKTJ
Reference: WJ-5375_20884946 · Posted 15 Nov 2026, 01:07 AM