Junior Financial Planner: Client-Focused Advisory Path

IDEX Consulting Ltd is assisting in hiring a desk-based Financial Adviser/ Financial Planner in Edinburgh. The role focuses on delivering excellent financial planning, advice and service to clients from an assigned base while pursuing growth through new client enquiries and conversion of leads.

Ideal candidates hold CAS (or working toward it) and Level 4 diploma, with paraplanner experience considered. You will engage in sales, marketing activities and ensure regulatory compliance with company

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