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.
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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- ...expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and... ...most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide...SuggestedFull-timeHybrid workingOn-siteWork from homeProbationary period
- £51k - £68k per annumEstimated...global fundraising initiatives across private equity products. The successful candidate will support client meetings, contribute to new product development, and engage with key stakeholders. A strong background in fundraising or investor relations is crucial, along with...SuggestedPermanentFull-timeOn-site
£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...SuggestedHybrid workingProbationary periodFlexible hours- £36k - £47k per annumEstimatedJob Description: Core-Asset Consulting is delighted to be partnering with a leading UK wealth management firm to recruit a Client Services Executive in their Edinburgh office. This is an excellent opportunity for a motivated and detail-driven wealth professional to join an...SuggestedPermanentOn-site
- £56k - £75k per annumEstimated...initiatives across private equity products and programmes Assist with pipeline management, investor targeting and coordination with... ...Contribute to new product development and launches Investor Relations & Client Coverage Support and attend client meetings, presentations...PermanentFull-timeRemote
- £42k - £56k per annumEstimated...FNZ (UK) Ltd is seeking a Solution Consultant in Edinburgh to lead client projects, define product requirements, and ensure regulatory... ...document customer requirements, train clients, and work collaboratively with internal teams to enhance FNZ's platform capabilities. Join FNZ...PermanentFull-time
£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- £42k - £57k per annumEstimated...Edinburgh to provide high-value consulting services and support for clients in the asset management industry. The role involves platform... ...commitment to continuous improvement and teamwork is essential, along with strong knowledge of regulatory environments in financial services...PermanentFull-time
- £45k - £59k per annumEstimated...responsible for monitoring and maintaining asset data for Clearwater's clients. As content experts, FDAs advise internal and external... ...performance, derivatives, and alternative assets etc. You will collaborate with teams across the company to ensure our data offering and asset...PermanentFull-time
- £56k - £74k per annumEstimated...2:02:43 Reference: 1489AssociateBurges Salmon Are you a talented Banking & Finance Associate interested in working with high profile clients? Want to make an impact from day one? Intrigued by the opportunity to work at a firm that invests in your professional development...PermanentFull-timeHybrid workingRemoteWork from homeFlexible hours
- £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
- £42k - £54k per annumEstimated...About The Role Purpose Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support. Responsibilities Create clear standard advice reports covering new...Long-term contract
- £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
£50k per annum
...-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality technical support... ...retirement, tax and estate planning. You'll take ownership of complex client cases while helping to deliver an outstanding client experience....Remote jobHybrid workingOn-siteWork from homeFlexible hours- £73k - £93k 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
- ...Evelyn Partners in Edinburgh is seeking a proactive Client Administrator to join the Financial Planning team. You will provide essential... ...arrangement (3 days in the office, 2 days at home) after probation, with a focus on delivering excellent client service and efficient...Full-timeTemporaryHybrid workingOn-siteProbationary period
£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- £42k - £57k per annumEstimatedJob Description: Our client, a leading wealth management firm, is seeking aParaplanner to join their team in Edinburgh. This is an excellent... ...a technically capable paraplanning professional to work closely with advisers on advice cases, while also supporting the wider team...Permanent
£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- ...expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and... ...most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide...Full-timeHybrid workingOn-siteWork from homeProbationary period
- £41k - £55k 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
- ...an Investment Associate, you will play a key role in delivering our investment readiness and repayable investment programmes. Working with colleagues across the Investment team, you'll support social enterprises to understand their financial position, build robust cashflow...Full-timeTemporaryRemote
- £24k - £32k per annumEstimated...We are recruiting a Client Development Assistant (known internally as the Sector Client Assistant) to support the Client Development Manager... ...Successful applicants will have the opportunity to work closely with senior stakeholders across the firm, gain exposure to strategic...PermanentFull-timeOn-siteRemoteWork from homeFlexible hours
- £42k - £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
- £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
- £50k - £68k per annumEstimated...As a challenger in the industry, we are looking for individuals with excellent actuarial, pensions consulting and technical skills, a... ...Driving key initiatives in the delivery of UK DB Pensions advice to clients - this may include managing key client projects directly, and/or...PermanentFull-timeHybrid workingOn-siteFlexible hours
- £68k - £91k per annumEstimated...The role requires leading design, managing delivery from discovery to deployment, and guiding junior colleagues while building strong client relationships. Travel to client sites is expected. The Associate Manager will drive finance process improvements across Record to Report...PermanentFull-time
- £68k - £87k per annumEstimated...opportunities to leverage AI-enabled workflows and automation. Partner with CFOs, Treasurers, and C-suite stakeholders to implement finance... ...development, proposition development, leadership initiatives, or client growth. Why Join Capco Deliver high-impact transformation...PermanentHybrid working
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