Wealth Management Support Specialist

4 days ago


Clydebank, West Dunbartonshire, United Kingdom IDEX Consulting Full time

We are looking for a highly skilled Wealth Management Support Specialist to join our team at IDEX Consulting. In this role, you will provide technical financial services and analytical support to our Financial Planners, including processing and monitoring business, both new and existing.

The ideal candidate will have previous experience in Financial Planning, a professional communication manner, and be working towards a diploma in financial services. We offer a competitive salary of £30,000 - £40,000 per annum, study support for CII qualifications, and a dynamic work environment that values inclusion and equity.



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