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Wealth Management Assistant

Job description

An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Management Assistant into their team!

You will be part of a team providing support to Financial Advisers.


  • Using Xplan system and a variety of platforms
  • Obtain quotes, illustrations, product information and appropriate paperwork
  • Prepare annual reviews/valuations
  • Process new business
  • Liaise with providers
  • Deal with client queries

You will have:

  • Full understanding of the end-to-end Financial Planning process
  • Knowledge of Financial Planning products
  • Systems: Xplan, and Voyant


  • 25 days holiday + bank holiday - increases with length of service
  • Pension
  • PMI
  • Medical cash plan
  • Hybrid working (once passed probation)

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.