Our client, is a highly reputable Wealth Managers based in Edinburgh.

They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.

The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers using the best of research tools.

Candidates must have paraplanning experience and possess diploma level 4 in regulated financial planning (or at least will have completed some of the exams).

This is an exciting opportunity to join a growing business with lots of opportunity for career progression.
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Our Diversity, Equity and Inclusion Mission
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.