Senior Financial Planner – Edinburgh, Client-Focused Wealth

Senior Financial Planner – Edinburgh, Client-Focused Wealth

Full-Time On-site
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IDEX Consulting Ltd in Edinburgh is seeking an experienced Financial Planner to join a trusted wealth management business. You will provide holistic financial planning advice to a portfolio of clients, focusing on investments, pensions, retirement planning and protection.

This role is not focused on cold calling; you will have established support from paraplanners and administrators to help you deliver high-quality advice and build lasting client relationships.

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Senior Financial Planner – Edinburgh, Client-Focused Wealth employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team