Associate Financial Planner UHNW clients

Job Details

Client: IDEX Consulting

Location: Edinburgh, United Kingdom

Job Category: Logistics

EU work permit required: Yes

Job Reference: 725dcf51d8ee

Job Views: 10

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job Description

I have partnered with a boutique DFM business seeking an Associate Financial Planner to work with their UHNW clients.

We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and eager to succeed.

This is an excellent opportunity for candidates interested in exploring the UHNW world, working across a wide range of public and private assets, and joining a firm in an exciting growth phase.

Key Responsibilities

• Support existing and develop new relationships with private clients.
• Develop a comprehensive understanding of clients' business objectives, goals, and market challenges, ensuring relationship plans are aligned.
• Educate clients on emerging trends, market outlooks, regulatory and tax changes, etc.
• Collaborate effectively with internal stakeholders across the firm to set engagement objectives with clients.

The ideal candidate will be technically proficient, energetic, and ambitious.

This role is unique and offers highly competitive compensation.