Senior Financial Planner

IDEX Consulting; City of Edinburgh; On-site; GBP 80,000 - 95,000; Full time

Benefits offered by this job

Bonus

Benefits package

Career development

Job summary

IDEX Consulting in Edinburgh is seeking an experienced Financial Planner to manage a portfolio of clients, delivering holistic financial planning across investments, pensions, retirement planning and protection.

You will work with paraplanners and administrators, with no cold calling, to build long-term relationships and provide high-quality advice in a supportive, client-focused environment.

Qualifications

• Holds Level 4 Diploma in Financial Planning.
• Ideally de Chartered on the road to Chartered status.
• Proven track record of providing holistic financial advice.
• Can build strong, trusted client relationships.
• Comfortable advising HNW clients on complex needs.
• Strong technical knowledge across pensions and investments.
• Professional, client-first approach to advice.

Responsibilities

• Provide holistic financial planning advice to a portfolio of clients, across investments, pensions, retirement planning and protection.
• Work with paraplanners and administrators to focus on advising clients and developing relationships, with no cold calling.

Skills

Relationship building

Holistic planning

Pensions knowledge

Investments knowledge

Client advisory

Education

Level 4 Diploma in Financial Planning

Job description

Financial Planner - Edinburgh

Salary up to £95,000 + Bonus

An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh. This is an opportunity to join an established and successful firm offering a genuinely client-focused approach to financial planning, excellent professional support and a highly competitive remuneration package.

The Opportunity

You will provide holistic financial planning advice to a portfolio of clients, developing long-term relationships and delivering high-quality advice across investments, pensions, retirement planning and protection.

Importantly, this is not a role where you will be expected to spend your time cold calling or building a client bank from scratch. You will have the infrastructure and support around you to allow you to focus on what you do best - advising clients and developing relationships. You'll work alongside experienced Paraplanners and Administrators, giving you the technical and administrative support required to provide an exceptional service to your clients.

What We're Looking For

We are interested in speaking with experienced Financial Planners who:

• Hold the Level 4 Diploma in Financial Planning.
• Ideally de Chartered on on the road to being Chartered.
• Have a proven track record of providing holistic financial advice.
• Can build strong, trusted and lasting client relationships.
• Are comfortable advising HNW clients on more complex financial planning needs.
• Have strong technical knowledge across pensions and investments.
• Take a professional, client-first approach to advice.

What's on Offer?

Salary up to £95,000, depending on experience, plus an attractive bonus and benefits package. You'll also benefit from:

• Established client relationships and opportunities.
• Dedicated paraplanning and administrative support.
• Excellent earning potential.
• A professional and supportive working environment.
• Genuine opportunities for career development and progression.
• The backing and resources of a successful wealth management business.

This is an excellent opportunity for an accomplished Financial Planner who wants to concentrate on providing quality advice and developing valuable client relationships within a business that will invest in their long-term success.

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Our Diversity, Equity and Inclusion Mission

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.