Senior Financial Planner – Holistic Wealth Advice

Senior Financial Planner – Holistic Wealth Advice

Full-Time No working from home possible
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IDEX Consulting Ltd is seeking an experienced Financial Planner for Edinburgh to manage a client portfolio with holistic advice across investments, pensions, retirement planning and protection.

You'll operate within a supportive wealth management environment with paraplanning and admin backing, focusing on high-quality advisory work rather than cold calling, and benefit from a competitive remuneration package including a bonus.

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Senior Financial Planner – Holistic Wealth Advice 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