Senior Financial Planner - Client-Focused Wealth Advisor

IDEX Consulting Ltd; Ingliston; On-site; GBP 86,000 - 105,000; Full time

Benefits offered by this job

Bonus

Benefits package

Career development

Job summary

IDEX Consulting Ltd in Edinburgh is seeking an experienced Financial Planner to deliver holistic financial planning to a portfolio of clients. You will develop long‑term relationships while providing advice across investments, pensions, retirement planning and protection.

This role focuses on advising clients with support from paraplanners and administrators, avoiding cold calling, and offering strong earning potential within a respected wealth management firm.

Qualifications

• Hold the Level 4 Diploma in Financial Planning.
• Ideally Chartered on the road to being Chartered.
• Have a proven track record of providing holistic financial advice.
• Can build strong, trusted and lasting client relationships.

Responsibilities

• Provide holistic financial planning advice to a portfolio of clients.
• Develop long‑term relationships with clients and deliver high‑quality advice across investments, pensions, retirement planning and protection.
• Work with support from paraplanners and Administrators to deliver exceptional client service.

Skills

Financial planning

Client relationship management

Pensions and investments knowledge

Holistic financial advice

Education

Level 4 Diploma in Financial Planning

Job description

IDEX Consulting Ltd in Edinburgh is seeking an experienced Financial Planner to deliver holistic financial planning to a portfolio of clients. You will develop long‑term relationships while providing advice across investments, pensions, retirement planning and protection.

This role focuses on advising clients with support from paraplanners and administrators, avoiding cold calling, and offering strong earning potential within a respected wealth management firm.