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Associate Financial Planner UHNW clients

3 months ago

Edinburgh, Edinburgh, United Kingdom Idex 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.

Visit the IDEX Consulting Ltd website for further opportunities.

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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.