Financial Policy Advisor

1 month ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

The Private Clients Financial team at IDEX Consulting is seeking a skilled Financial Policy Advisor to join our team. As a Financial Policy Advisor, you will be responsible for understanding and reviewing clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable strategies.

You will be capable of building relationships with both new and existing private clients, leading to a steady flow of prospective clients from various sources, including general marketing, events attendance, referrals, partnerships, and professional relationships.

Key Responsibilities:

  • Review clients' financial needs, attitude to risk, and personal circumstances to propose suitable solutions and strategies.
  • Meet with prospective clients to present proposed solutions and discuss their appropriateness.
  • Manage existing investments and reinvest capital into managed portfolios.
  • Regularly report changes within portfolios and performance to clients.
  • Attend review meetings with clients to maintain a suitable investment strategy.
  • Highlight wealth management opportunities for referral to internal Financial planners or execution themselves if authorized.
  • Engage with prospective clients to understand their needs and present tailored proposals.
  • Convert prospective clients into clients and gain additional assets and revenue.
  • Deepen and develop relationships with existing clients.
  • Provide ongoing support and administration to existing clients.
  • Maintain accurate records of client communications.

Requirements:

  • Diploma level 4 or higher, ideally chartered and holding CF30.
  • Driven, ambitious, and excellent client focus.

In return, you will receive a top-end salary and benefits package, including PMI and PHI.


  • Financial Advisor

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Highland Council Full time

    Job Title: Financial Advisor - Capital/LCJob Summary:We are seeking a highly skilled Financial Advisor to join our team at Highland Council. As a Financial Advisor, you will be responsible for providing accounting, financial, and tax advice to our services and clusters.Key Responsibilities:Provide expert advice on VAT and tax mattersDevelop and implement...


  • Edinburgh, Edinburgh, United Kingdom BDO UK Full time

    Financial Services AdvisorAt BDO UK, we're looking for a skilled Financial Services Advisor to join our team. As a key member of our corporate finance department, you'll work closely with clients to provide expert advice and guidance on financial matters.Key Responsibilities:Provide financial analysis and advice to clientsDevelop and implement financial...


  • Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full time

    LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...


  • Edinburgh, Edinburgh, United Kingdom Get Staffed Online Recruitment Full time

    Job DescriptionFinancial Advisor Opportunity in EdinburghOur client, a dynamic and expanding Independent Financial Advisor (IFA) firm, is seeking a qualified IFA to join their team. This role offers a range of benefits designed to support your career growth.Why Choose Our Client?Advanced Technology & Paperless SystemOpportunities for Professional...


  • Edinburgh, Edinburgh, United Kingdom Department for Energy Security & Net Zero Full time

    Job TitleElectric Vehicle Smart Charging Senior Policy AdvisorAbout the RoleWe are seeking a highly skilled and experienced policy advisor to lead on electric vehicle smart charging policy in the Department for Energy Security and Net Zero. The successful candidate will be responsible for developing and implementing policy to accelerate the deployment of...


  • Edinburgh, Edinburgh, United Kingdom Get Staffed Online Recruitment Full time

    Financial Advisor Job Opportunity in EdinburghWe are seeking a skilled Financial Advisor to join our client’s expanding team in Leith, Edinburgh. As a Financial Advisor, you will play a key role in shaping the future of our client’s business.About the Role:Provide expert financial planning and advice to clientsBuild and maintain strong relationships with...

  • Financial Advisor

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Get Staffed Online Recruitment Careers Full time

    Unlock Your Potential as a Financial AdvisorGet Staffed Online Recruitment Careers is partnering with a dynamic and expanding Independent Financial Advisor (IFA) firm based in Edinburgh to find a qualified IFA to join their close-knit team. This opportunity offers a range of benefits designed to help you thrive.Why Choose Our Partner?Advanced Technology &...


  • Edinburgh, Edinburgh, United Kingdom Department for Energy Security & Net Zero Full time

    Job SummaryWe are seeking a highly skilled and experienced policy advisor to join our team at the Department for Energy Security & Net Zero. As a Senior Policy Advisor for Electric Vehicle Smart Charging, you will play a key role in shaping the UK's policy on electric vehicle smart charging and contributing to the delivery of the government's net zero...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    We are seeking a Senior Corporate Strategy Advisor to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing our corporate strategy.The ideal candidate will have a proven track record in corporate strategy development and strategic planning, with...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    About UsNucleus Financial is a dynamic organization transforming financial services to create better outcomes for our advisors and their clients.Job OverviewWe are seeking an experienced Business Data Quality Lead to join our team. The successful candidate will play a crucial role in managing data integrity, ensuring accuracy, and maintaining high-quality...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled Data Science and Analytics Strategic Business Advisor to join our Advanced Analytics and Data Science Units (AA&DSUs) team. This role will be part of the Business Consulting & Pipeline (BC&P) team, which is responsible for collaborating with stakeholders to identify and deliver data science solutions that meet...

  • Senior Policy Advisor

    1 month ago


    Edinburgh, Edinburgh, United Kingdom Department for Energy Security & Net Zero Full time

    About the RoleWe are seeking a highly skilled Senior Policy Advisor to join our Gas Systems Division, specifically the Gas Networks and Decommissioning team. As a key member of our team, you will play a crucial role in shaping the UK's gas network transition to Net Zero.Key ResponsibilitiesDevelop and maintain internal relationships with teams whose work...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Salary: £64,000 - £70,400">The Financial Conduct Authority is seeking a Senior Supervisor to join the P2P and Crowdfunding team in the Investment Platforms and SIPP Operators Department. As a key member of this team, you will be responsible for analysing business models and strategies of firms, identifying conduct risks that could cause harm to consumers...


  • Edinburgh, Edinburgh, United Kingdom Get Staffed Online Recruitment Full time

    Financial Advisor Opportunity in LeithOur client, a dynamic and expanding Independent Financial Advisor (IFA) firm, seeks a qualified IFA to join their close-knit team in Leith, Edinburgh.This role offers a range of benefits designed to support you in your career as a Financial Advisor.Join a growing and ambitious teamDevelop your skills and expertise in...

  • Accounting Specialist

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    We are seeking a highly skilled Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial reports, analyzing data, and ensuring compliance with company policies.Key Responsibilities:Prepare financial reports and statementsAnalyze financial data and identify trendsEnsure compliance...


  • Edinburgh, Edinburgh, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Unlock Your Potential as a Financial Services SpecialistWe're seeking a qualified Financial Advisor to join our team at GET STAFFED ONLINE RECRUITMENT LIMITED, supporting clients in Leith, Edinburgh.This is a unique opportunity to shape your future as a Financial Advisor, offering a close-knit team environment, holistic support, and specialisation...

  • Senior Legal Advisor

    1 month ago


    Edinburgh, Edinburgh, United Kingdom Iconic Resourcing Full time

    Legal Counsel OpportunityIconic Resourcing is seeking an experienced Legal Counsel to join a thriving in-house team, supporting one of Scotland's leading organisations in professional services. This is a permanent, full-time role ideal for a commercially driven solicitor with experience in either financial services or professional services.Key...


  • Edinburgh, Edinburgh, United Kingdom Get Staffed Online Recruitment Full time

    Grow Your Career as a Financial Advisor with Our ClientWe are working with a dynamic and expanding Independent Financial Advisor (IFA) firm based in the area, who are looking for a qualified IFA to join their close-knit team. This opportunity offers a range of benefits designed to help you thrive in your role.Main Responsibilities:To work closely with...


  • Edinburgh, Edinburgh, United Kingdom Forth Capital Full time

    About the RoleAs a key member of the International Services Team at Forth Capital, you will be supporting our Financial Advisors with their business processing, client meetings and reports.About UsForth Capital is a leading International Financial Planning firm, committed to delivering exceptional financial solutions to our clients worldwide. Our mission is...


  • Edinburgh, Edinburgh, United Kingdom AutoRek Full time

    Job OverviewWe are seeking a seasoned Legal Counsel to support our Head of Legal in providing a broad spectrum of legal advice. This role may also be available on a part-time basis, depending on PQE and experience.As a trusted advisor, you will interface with multiple internal stakeholders to minimize legal exposure, optimize commercial value, and maintain...