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Wealth Planning Assistant
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-02-14
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
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
- Full understanding of the end-to-end Financial Planning process
- Knowledge of Financial Planning products
- Systems:
Xplan, and Voyant
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.
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