IFA clients given

Overview

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee to take over an existing large portfolio.

• Service the existing clients who are all HNW, using referrals and introducers.
• Provide ongoing financial advice to the portfolio and maintain high service standards with back office support and paraplanning.
• Work in a salaried role with a full bonus package on top of the basic salary.

• Qualified IFA with experience in high net worth client servicing.

• Salaried position with a full bonus package on top of the generous basic salary.
• Full back office support including high-quality paraplanning.

If you are a qualified IFA looking for an exciting move please get in touch.

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.

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.