At a Glance
- Tasks: Provide top-notch financial advice and service to clients while growing your client base.
- Company: IDEX Consulting Ltd, a dynamic firm in Edinburgh focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Engage in sales and marketing activities in a fast-paced, compliant environment.
- Why this job: Join a rewarding career helping clients achieve their financial goals.
- Qualifications: CAS (or working towards it) and Level 4 diploma; paraplanner experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
IDEX Consulting Ltd is assisting in hiring a desk-based Financial Adviser/ Financial Planner in Edinburgh.
The role focuses on delivering excellent financial planning, advice and service to clients from an assigned base while pursuing growth through new client enquiries and conversion of leads.
Ideal candidates hold CAS (or working toward it) and Level 4 diploma, with paraplanner experience considered.
You will engage in sales, marketing activities and ensure regulatory compliance with company
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Junior Financial Planner: Client-Focused Advisory Path employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
