Financial Planner - Edinburgh Salary up to £95,000 + Bonus An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh. This is an opportunity to join an established and successful firm offering a genuinely client-focused approach to financial planning, excellent professional support and a highly competitive remuneration package. The Opportunity You will provide holistic financial planning advice to a portfolio of clients, developing long-term relationships and delivering high-quality advice across investments, pensions, retirement planning and protection. Importantly, this is not a role where you will be expected to spend your time cold calling or building a client bank from scratch . You will have the infrastructure and support around you to allow you to focus on what you do best - advising clients and developing relationships. You'll work alongside experienced Paraplanners and...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries About you: Experience in financial services administration (IFA/wealth preferred) Strong organisation and attention to detail Good communication and client service skills Confident using CRM systems 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,...

We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move. You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration. Key Responsibilities Day-to-day administration of SIPPs Process PCLS, drawdown and regular/ad-hoc retirement payments Complete retirement, bereavement and pension divorce calculations Arrange investment withdrawals and process income tax via HMRC systems Process death and beneficiary payments Liaise with clients, Advisers and investment providers Track cases through to completion and work within agreed SLAs Support wider SIPP/SSAS administration when required Maintain high standards of quality, compliance and risk management About You...