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...

An exceptional opportunity has arisen in London for a Senior Financial Planner to join a premier investment bank, primarily serving high-net-worth and UHNW clients. Based in modern offices in city, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and services to both new and long-standing clients. In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout the South East region. Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service. This client-focused position has no new business targets. The ideal candidate will possess strong...

I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, excellent back-office support and the autonomy to manage their own diary and client relationships. Although notionally based from the firm's South Lanarkshire office, this is predominantly a field-based role, with considerable flexibility to work remotely when not meeting clients. The Role You will inherit an established client bank and provide holistic financial planning advice, building long-term relationships and identifying opportunities to further develop those clients. A key element of the position is advising clients with more complex financial planning requirements, so significant experience of trusts and trust planning is essential. You'll be supported by an excellent...

The Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they receive a first-class service throughout their relationship with the business. You will work closely with Financial Planners, technical teams and, where appropriate, clients' Legal and Tax Advisers to ensure advice and planning recommendations are implemented efficiently. Key Responsibilities Manage a portfolio of clients and act as the first point of contact for service enquiries Build and maintain strong, trusted client relationships through telephone, email and face-to-face contact Take ownership of client queries, ensuring they are resolved promptly and professionally Organise client and Planner meetings and coordinate the required documentation Gather and maintain...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management clients. You will work as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and Advisers Dealing with clients both on the telephone and face to face Dealing with cases, creating reports to accurately articulate the advice provided Researching, creating compelling, accurate and professional reports for clients under supervision,...

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,...

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Perth team. This role is ideal for someone with strong Defined Benefit (DB) pensions experience, confident in manual calculations and overseeing the work of junior team members. Key Responsibilities: Manage and review DB pension scheme administration, including leavers, retirements, deaths, and transfers. Oversee team processes, monitor SLAs, and ensure compliance with legislation. Handle complex calculations and queries, and sign off on non-standard correspondence. Support and mentor junior team members, promoting best practice and continuous improvement. Liaise with clients and internal teams to deliver seamless service. Keep up to date with pensions legislation and provide technical guidance. The successful candidate will have: DB pensions administration experience essential. Confident with manual benefit calculations and checking work of others....

An established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester. This is an excellent opportunity for an Adviser who enjoys developing new client relationships and wants to be part of a business with a strong reputation, excellent market presence and a collaborative culture. You'll have the freedom to build your own client base while being supported by an experienced paraplanning, administration and compliance team. The firm prides itself on delivering high-quality, holistic financial planning and is committed to providing clients with tailored, long-term advice. The Role As a Financial Planner, you will: Deliver holistic financial planning advice across pensions, investments, protection and retirement planning Build and develop your own portfolio of clients through networking, professional connections and business development Create and maintain long-term client...