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A well-respected financial planning firm is seeking a Financial Planner in Scotland to manage client finances and ensure compliance with regulatory standards. The ideal candidate will have a Diploma Paraplanner, strong analytical skills, and experience with financial planning tools. This role provides an opportunity to support clients in achieving their financial aspirations while delivering personalized investment strategies.
We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,.
Key Responsibilities
Essential:
Benefits
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.