IDEX Consulting in Edinburgh is seeking a diligent Financial Planning Assistant to work alongside a Financial Adviser, taking responsibility for research, preparation and implementation of advice, including cash-flow and retirement forecasts and ongoing review of client affairs.
You will stay up to date with technical and regulatory issues, and undertake due diligence, whilst being actively involved in the Investment Committee and portfolio construction.
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This role is for the Senior IFA Research & Client Planning Lead role at IDEX Consulting.
This opportunity is part of our work in Finance, IT & Technology.
The advertised compensation is 28.000 - 40.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior IFA Research & Client Planning Lead role in the description above.