Senior Financial Planner Client-Focused Wealth
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Analyst
IDEX Consulting Ltd in Edinburgh is seeking an experienced Financial Planner to join a trusted wealth management business. You will provide holistic financial planning advice to a portfolio of clients, focusing on investments, pensions, retirement planning and protection.
This role is not focused on cold calling; you will have established support from paraplanners and administrators to help you deliver high-quality advice and build lasting client relationships.
Are you ready to take on the Senior Financial Planner – Edinburgh, Client-Focused Wealth role at IDEX Consulting Ltd?
All applications are reviewed carefully by our team.
The position is based in City of Edinburgh, Scotland, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 86..
We aim to respond to suitable candidates as soon as possible.
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