IDEX Consulting in Edinburgh is seeking a diligent Financial Planning Assistant to work alongside a Financial Adviser, taking responsibility for research, preparation and implementation of advice, including cash-flow and retirement forecasts and ongoing review of client affairs.
You will stay up to date with technical and regulatory issues, and undertake due diligence, whilst being actively involved in the Investment Committee and portfolio construction.
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Senior IFA Research & Client Planning Lead employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
