Idex Consulting are working with a IFA Practice to recruit an IFA Support in Edinburgh.

This is an excellent opportunity for someone already working within a wealth management or IFA support role or perhaps someone working in a different area of financial services looking to break into the financial planning market.

Responsibilities:

• Processing new business applications
• Navigating various investment platforms
• Producing reports on behalf of advisers
• Chasing up provider information
• Providing a professional and friendly service to new and existing clients

To be considered, applicants should have existing experience working within financial services ideally within financial planning firm however someone working within pensions that has progressed through industry exams and investment platforms or with experience in Asset Management would also be considered.

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

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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.