IFA with clients
£70k - £80k per annumIdex have partnered with a boutique wealth management company who are looking for an IFA who will service a client bank of circa 220 individuals. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals.
The firm is Chartered and currently has £450m under management. This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements. To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry. This firm is offering a marketing leading compensation and benefits package and you will receive substantial funds under management when you start.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
£50k - £55k per annum
...Delivering excellent financial planning, advice and service to clients. The ideal candidate will: Hold CAS - or be working towards... ...the client leads Undertake sales and marketing activity in line with local/regional/national plans Work to achieve or exceed annual...SuggestedPermanentTraineeship£60k - £75k per annum
...opportunity has arisen for an experienced financial adviser to join a highly successful, Scottish IFA practice with a large office in Edinburgh. You will be given a lucrative client bank to prospect and be giving holistic financial advice to individuals including a number of...SuggestedPermanentOn-site- £25k - £33k per annumEstimated...team in Edinburgh. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. This role will have a full...SuggestedFull-timeHybrid workingOn-siteWork from homeProbationary period
£30k - £35k per annum
...00-£35,000 Junior Investment Associate – Client Dealing Department Purpose of the Role... ...are accurate, complete, and issued in line with internal standards and regulatory requirements... ..., intermediaries, product providers and IFAs as directed Maintain and update the new...SuggestedFull-timeHybrid workingFlexible hours- £27k - £35k per annumEstimated...As a Client Service Associate, you will support the client service and business development activities of the Japan Client Service Team.... ...the International Business unit and involves close collaboration with colleagues across the firm, including regionally based team members...SuggestedPermanentFull-timeOn-site
- £55k - £73k per annumEstimated...Crime Analyst in the Adviser business, you support the AFC MLRO with second line guidance and oversight. Based in Edinburgh, you collaborate... ...decision-making and opportunities to shape controls in a client-focused platform. Pay / Benefits ~ Provide AFC advice, guidance...PermanentFull-time
£120k per annum
...We are partnering with a leading consultancy looking to hire a Senior Insurance Investment & ALM Consultant to join a growing Insurance... ...capital management Build and grow relationships with insurance clients Lead complex engagements while supporting business development...Full-timeHybrid workingFlexible hours- £61k - £79k per annumEstimated...will provide financial planning advice to UBS Wealth Management UK clients. You will work as a specialist alongside UBS client advisors. A... ...technical expertise and client service; Ensure all advice complies with regulatory requirements and company policies; Maintain up-to-...Long-term contractPermanentFull-timeOn-siteFlexible hours
- £36k - £48k per annumEstimated...strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they... ...achieve their financial goals. We are interested in speaking with individuals based in Edinburgh for this position! The main...PermanentFull-timeHybrid workingFlexible hours
£26k - £30k per annum
...Purpose Financial Planning is an independent financial planning firm in Edinburgh, working with clients across the UK. We help individuals, families and business owners organise their money around the lives they actually want - retirement and pension planning, investments,...Full-timePart-timeTerm-timeOn-siteFlexible hours- £121k - £157k per annumEstimated...opportunity to work on sophisticated financing matters, collaborate with leading practitioners, and grow within a practice known for... ...corporate lending. Working with a wide range of UK and international clients, you’ll gain exposure to complex, high‑value finance deals while...Long-term contractFull-timeFlexible hours
- £56k - £73k per annumEstimated...stakeholder management, and a passion for delivering measurable outcomes, with a focus on finance process automation and optimisation. You'll... ...and responsible AI practices. What You'll Do Deliver client assignments that meet or exceed expectations, ensuring value-added...PermanentHybrid working
- £63k - £84k per annumEstimated...frameworks The Role Capco is looking for Management Consultants with expertise in Non-Financial Risk to join our growing Finance, Risk... ...individuality and collaboration—a mindset that shapes how we work with clients and each other every day. #LI-KA1...PermanentHybrid working
£50k - £54k per annum
...Idex Consulting are working with a leading national financial planning firm looking to recruit... ...tailored financial planning solutions for clients. Key Responsibilities Produce... ...Previous Paraplanning experience within an IFA or Financial Planning firm. Diploma qualified...Remote jobHybrid workingWork from homeFlexible hours£80k - £100k per annum
...specialists on complex, high-value transactions for an impressive client base spanning Scotland, the wider UK and international markets.... ...career progression. The Firm - Leading national law firm with an outstanding reputation in the Banking & Finance sector - High...Long-term contractPermanentHybrid workingFlexible hours- £40k - £53k per annumEstimated...strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they... ...and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability...PermanentFull-timeHybrid workingOn-siteFlexible hours
- £27k - £35k per annumEstimated...demand and a focus on continued success, we are currently looking for Client Specialists to join us in our Edinburgh Head Office. If you’ve ever been told you’re a great listener and you enjoy dealing with people, this is an ideal opportunity. As an added bonus, you will...Full-timeOn-site
£47.68k - £71.52k per annum
...understanding of their service consumption compared to budget and alignment with their strategic roadmaps., Extracting financial data from... ...the business units to move more quickly and deliver to our clients in the best possible way. Whether customers are interested in insurance...Full-timeTemporaryPart-timeFlexible hours- £47k - £60k per annumEstimated...Are you customer obsessed and have a desire to support customers with their financial needs? As a Financial Crime Escalation Analyst in... ...supporting with customer outreach requests for information (RFI) from Client List Screening and Sanctions Transaction Screening firm-wide...Long-term contract
- £56k - £73k per annumEstimated...responsible for monitoring and maintaining asset data for Clearwater's clients. As content experts, FDAs advise internal and external... ...Data element planning, design, and validation. Collaboration with clients and innovation in data solutions. Transition towards critical...PermanentFull-time
- £69k - £90k per annumEstimated...investment business outside London, bringing together Praetura Ventures and Par Equity to back the most ambitious companies across the UK. With offices in Edinburgh, Manchester, Leeds, and London, PXN Group delivers over ten investment programmes spanning Institutional Funding,...Long-term contractFull-timeRelief staffOn-site
- £41k - £54k per annumEstimatedJob Description: Our client, an established independent wealth management and financial planning firm, is seeking an experienced Paraplanner... ...opportunity for a technically strong paraplanning professional with compliance experience to play a key role in maintaining high...Permanent
- ...Client Development Assistant Edinburgh, London, Glasgow, Belfast, Manchester, Leeds, Aberdeen Role Overview Here at Pinsent Masons... ...commercially minded team, where you’ll have the opportunity to work with leading experts and form meaningful relationships, while making a...Full-timeOn-siteWork from homeFlexible hours
£30k - £35k per annum
...opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established... ...software for financial planning Prepare client suitability letters and financial reports... ...to progress your career in paraplanning with a reputable firm Visit the IDEX...Permanent- £105k - £139k per annumEstimated...financial risk The Role Capco is seeking experienced Principal Consultants with deep expertise in Non-Financial Risk to join our growing FRRF capability. In this senior role, you will lead complex client engagements, advise senior stakeholders, and play a key role in shaping...PermanentHybrid workingImmediate start
- ...company consistently ranks among the top global IT service providers. With an international presence across multiple countries, the company... ..., and opportunities for digital and API enablement Embed client journeys into product design, API scope, and delivery roadmaps, collaborating...Hybrid workingImmediate start2 days/week
- £60k - £79k per annumEstimated...Job Description Description Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing...Long-term contract
- £59k - £76k per annumEstimated...As a Manager in our team, you will play a key role in delivering impactful solutions to our Financial Services clients. We are seeking professionals with experience in one of the following core domains within Technology Strategy and Transformation: Agile Ways of Working...PermanentFull-timeHybrid workingOn-siteImmediate startRemote
£42.5k - £52k per annum
...Job Details Private Client Assistant Tax Manager Edinburgh Big 4 firm £42,000 - £52,000 DOE + Benefits + Bonus We are currently working with a leading Big 4 private client tax practice in the UK who are looking to expand their team with new Assistant Manager...PermanentPrivate practice- £80k - £103k per annumEstimatedJob description Our client, a highly respected asset management firm, is seeking an experienced Investment Director to join its established... ...construction and monitoring, and represent the business with clients and prospects. Skills / Experience Demonstrable experience...Long-term contractHybrid workingOn-site
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