Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients

ForgeRock/PingID Developer Start Date: ASAP End Date: 30th Apr 2026 Rate: £535 Location: Edinburgh/Glasgow - 3 days on site Job Summary As a PingID & ForgeRock Onboarding and Verification Specialist at Finance, you will play a critical role in securing digital identities and access across global financial platforms. You will manage the onboarding and verification of users using PingID for multi-factor authentication and ForgeRock for identity governance, ensuring compliance with financial regulations and internal security policies.