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Financial Policy Advisor

2 months ago

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

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 portfolio performance and changes.
  • Develop and maintain relationships with clients to ensure their ongoing financial needs are met.
  • Identify opportunities for clients to optimize their wealth management and refer them to internal experts or execute strategies as authorized.

This is an exciting opportunity to join a dynamic team and contribute to delivering exceptional client outcomes. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.