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Chartered Associate Financial Planner

2 months ago

Edinburgh, United Kingdom IDEX Consulting Ltd Full time

I have partnered with a boutique DFM business who are looking for an Associate Financial Planner to work with their UHNW clients.


We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and wants to succeed.


This is an excellent opportunity for candidates wishing to explore the UHNW world, working across a wide range of public and private assets and join a firm in an exciting growth phase.


Key Responsibilities:

Support existing and develop new relationships with private clients.

Develop a complete understanding of client’s business objectives, goals and market challenges and ensure relationship plan is consistent.

Educate clients on emerging trends, market outlooks, issues, regulatory/tax changes etc.

Work effectively with internal stakeholders across the firm to agree objectives of planned engagement with clients.


They are looking for someone technically brilliant with lots of energy and ambition.


This is an extremely unique role and will be highly rewarded in compensation.