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Financial Policy Advisor

2 months ago

Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time
Financial Policy Advisor

The Private Clients Financial team at IDEX Consulting is responsible for delivering tailored financial solutions to our clients. As a Financial Policy Advisor, you will play a key role in understanding and reviewing clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable strategies.

Key Responsibilities:
  • Review and analyze clients' financial needs, attitude to risk, and personal circumstances to develop effective investment strategies.
  • Collaborate with clients to understand their investment aims, risk tolerance, and tax situation to provide personalized recommendations.
  • Manage and maintain clients' investment portfolios, ensuring they align with their financial objectives and risk tolerance.
  • Provide regular reporting and updates to clients on their portfolio performance and any changes made.
  • Develop and maintain relationships with clients to ensure their ongoing financial needs are met.

As a Financial Policy Advisor, you will have the opportunity to work with a diverse range of clients, each with unique financial goals and objectives. You will be responsible for delivering high-quality financial solutions that meet their needs and exceed their expectations.

At IDEX Consulting, we value diversity and are committed to providing a supportive and inclusive work environment. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.