Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
About the role
Develop financial planning strategies in line with the client's needs, goals and objectives.
General
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.
The programme will be structured across two main areas in 2024
Foundational Data Diagnostic & Evolution - documenting the required foundational data needed to build out an effective strategic workforce plan, including identifying breaks and gaps in existing processes and agreeing a plan of action to remediate.
Our leading Financial Services client is looking for highly skilled Project Manager to join their Edinburgh team for a 6 months initial contract.
By becoming part of our team, you'll work in a supportive environment where individuals are empowered to lead independent lives, while knowing they have access to the help they need day and night.
At Eskmills, we provide supported accommodation for adults with learning disabilities in Musselburgh and Portobello.
Are you passionate about making a positive impact on the lives of others?
Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
This firm focus on providing a high quality financial planning and investment management service.
Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team.
You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
By becoming part of our team, you'll work in a supportive environment where individuals are empowered to lead independent lives, while knowing they have access to the help they need day and night.
At Eskmills, we provide supported accommodation for adults with learning disabilities in Musselburgh and Portobello.
Are you passionate about making a positive impact on the lives of others?
We're growing and we want you to be part of our journey.
At Isio, our purpose is to create better outcomes for our people, our clients and society.
We are a people-first business and we're committed to helping our colleagues gain a wide variety of experience, significant development opportunities and progression through the business.