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Wealth Planning Support Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-02-25
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-02-25
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A wealth management firm in Edinburgh is seeking a Wealth Planning Assistant to support Financial Planners. Responsibilities include obtaining quotes, preparing annual reviews, and handling client queries. Ideal candidates will have a thorough understanding of the Financial Planning process and experience with Xplan and Voyant. Join a company that values diversity and inclusion, and where you can bring your authentic self to work.
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