About

Fantastic opportunity for an experienced Financial Services professional to join a trusted and expanding firm in Edinburgh. You will support a team of advisers, handle client servicing tasks, and play a key role in delivering a high-quality client experience.The Role Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee estimates and cash/fee reconciliationsInput new business cases on XplanSupport adviser review cycles and produce follow-up documentsAct as a client contact point, including for HNW clientsAction dealing instructions (switches, rebalances, investments, withdrawals) About You: Experience in Financial ServicesStrong admin and communication skillsConfident with MS Word/Excel; Xplan experience desirableProactive, organised and client-focused What's on Offer Competitive salaryHybrid workingSupportive team with strong development culture Genuine progression opportunities About You: Proven experience in Financial ServicesComfortable using MS Word/Excel; experience with Xplan is desirable What's on Offer: Competitive salaryHybrid workingSupportive team culture with a strong focus on developmentCareer progression within a respected and growing firm Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion