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.
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£31k - £36k per annum
...We are recruiting for a Client Services Associate to join an established wealth management business, supporting Financial Advisers and delivering... ...and maintain accurate records within Xplan Work closely with Advisers and internal teams to ensure excellent client experience...SuggestedPermanent- £50k - £64k 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... ...You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience...SuggestedPermanentFull-timeTraineeship
- £42k - £54k per annumEstimated...help make this happen. That will mean using your technical knowledge and client facing skills, working within teams to help clients make strategic and operational changes to their businesses. Working with some of the world's most prestigious firms, you will be an integral...SuggestedPermanentFull-timeFlexible hours
- £53k - £71k per annumEstimated...Job Type: Permanent Location: Working remotely with quarterly team meetings in Edinburgh. Flexible working: All roles are open... ...strong communication skills, you will inspire confidence in our client’s future. You will provide professional financial advice on retirement...SuggestedPermanentFull-timePart-timeHybrid workingRemoteFlexible hours
£250k per annum
...strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they... ...desk based service model, you will be servicing existing clients with investable assets of up to £250,000. This department of the...PermanentFull-timeHybrid workingOn-siteWork from home- £54k - £71k per annumEstimated...wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We... ...focus on client relationships and high-quality advice delivery , with support from paraplanning and client services teams. This role...Long-term contractPermanentFull-timeHybrid workingOn-site
£60k - £70k per annum
...opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Edinburgh. You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of...PermanentOn-site- £60k - £80k per annumEstimated...You'll lead the Finance (FI/CO) workstream on S/4HANA Cloud Public Edition engagements. That means running Fit-to-Standard workshops with client finance leads, holding the design decisions that come out of them, and taking responsibility for configuration quality, testing and...PermanentFull-timeHybrid workingOn-siteImmediate startRemote
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£45k - £55k per annum
...an experienced Paraplanner for a well-known IFA practice. You will have the chance to... ..., supportive team and you will be rewarded with a competitive salary alongside a great benefits... ..., using analytical software, preparing client suitability letters and financial report writing...Remote jobWork from homeFlexible hours- £48k - £64k per annumEstimated...seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial... ..., analysis and technical financial planning work. Liaise with providers and third parties to progress client cases efficiently....
- £57k - £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
- £43k - £55k 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
£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- £28k - £36k per annumEstimated...through various resources and programmes. We're looking for a Client Advisor Assistant to support the Client Advisors, helping create... ...support of Client Advisors To proactively assist Client Advisors with the management of Clients wealth in line with their aspirations...PermanentFull-timeOn-site
- £35k - £45k per annumEstimated...We are seeking an organised and detail-oriented Client Administrator to join either our team in Edinburgh or Aberdeen In this permanent... ...satisfaction through direct engagement and collaborative working with colleagues across the organisation. You will play a vital role in...PermanentFull-timeHybrid working
- £72k - £93k per annumEstimated...The Finance function (approximately 160 people, with primary hub in Edinburgh) is led by the Chief Financial Officer and comprises three... ...by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused...Long-term contractPermanentFull-timeOn-siteRemoteWork from homeFlexible hours
- £36k - £48k per annumEstimatedJob Description: Our client, a specialist wealth management firm, is seeking an experienced Client Team Administrator to join their Edinburgh... ...opportunity for an experienced wealth management professional with a strong background in adviser support and client administration....Permanent
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£40k per annum
...our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here Salary and benefits : Up to £4...PermanentFull-timePart-timeHybrid workingFlexible hours- £46k - £62k per annumEstimated...0 years, our teams have been committed to delivering innovative, client-driven solutions. Our dedication to continuous development ensures... ...supporting each other to achieve shared goals. We work closely with our clients to deliver expertise and high-impact results. Key...Full-timeHybrid workingOn-siteFlexible hours
- £84k - £112k per annumEstimated...Architect, where you will have the opportunity to: Guide clients to understand, select and deliver different deployment approaches... ...Design end-to-end solutions and ensure deliverables are consistent with design principles, standards and methodologies. Ensure the SAP...PermanentFull-timeHybrid workingOn-siteImmediate startRemote
£23.5k per annum
...proud to cover Edinburgh, Glasgow, St. Andrews, Dundee and Aberdeen with over 300 staff ready to assist our customers. With our team's... ...offer you an exciting opportunity to join our dynamic team as a Client Account Administrator. This is a permanent position located in our...PermanentFull-timeOn-siteMonday to Friday- £28k - £37k per annumEstimated...financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly? We’re looking for an... .... In this role, you’ll support the delivery of high-quality client service through accurate and timely processing of investor transactions...Full-timeFixed-term contractHybrid workingFlexible hours
- ...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
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- £42k - £54k per annumEstimated...reaches decisions, building capability that pairs investment judgement with data, AI, and analytical tools. The role holder will produce... ...that of others, with a focus on achieving the best outcomes for clients. You may already have experience producing fundamental investment...PermanentFull-time
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