About the Role
An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Planning Assistant into their team.
You will be part of a team providing support to Financial Planners.
Responsibilities:
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
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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.