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Head of financial planning

Company

Eden Scott

Location

Edinburgh, Scotland

Posted

July 01, 2026

Position Overview

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and drive performance.


This is not a regulated position, but it will lead a team of 15 planners based mainly in central Scotland with 1 direct report to help them exceed their targets, implement strategies and ensure that the best compliant advice is given to their clients.


Key duties will include but not limited to:



  • Leading the team of financial planners to ensure targets, client outcomes and efficiencies are exceeded working alongside the rest of the regional leadership team by implementing strategies and promoting collaboration.

  • Driving client...
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