Senior Advisory Technician – Financial Planning
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-08-08
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
-
Government
Job Description & How to Apply Below
IDEX Consulting in the United Kingdom is seeking a Senior Advice Technician to provide constructive technical advice and support to Advisers and other stakeholders at the initial and final stages of the advice process.
You will enhance advisory outcomes through direct discussion on complex financial planning cases, exercise professional judgment on high-risk files, respond to queries, assist in post-audit reviews, and contribute to CPD, induction, and training.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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