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HNW Client Advisory Financial Planner

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 95000 GBP Yearly GBP 80000.00 95000.00 YEAR
Job Description & How to Apply Below

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.

Step into the HNW Client Advisory Financial Planner – Edinburgh role at IDEX Consulting in City of Edinburgh, Scotland, United Kingdom and grow with us.

Our organisation is growing, and we are hiring a HNW Client Advisory Financial Planner – Edinburgh in City of Edinburgh, Scotland, United Kingdom.

This opportunity is for the HNW Client Advisory Financial Planner – Edinburgh role at IDEX Consulting.

We are seeking a motivated HNW Client Advisory Financial Planner – Edinburgh to join IDEX Consulting in City of Edinburgh, Scotland, United Kingdom.

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