Independent Financial Adviser

Overview

Independent Financial Advisor — Dundee — To £80,000 + competitive bonus and benefits. Hybrid working.

A highly regarded IFA is looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:

• High earning potential
• Flexible working pattern
• Full paraplanning, administration and compliance support
• A broad range of advice dealing with a core high net worth client portfolio
• Ambitious growth plans that will present various career development opportunities
• Clients to inherit

• An experienced advisor who can demonstrate skills in new business development and client generation
• Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
• Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

In return you will receive a highly competitive package and an excellent book of clients.

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-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.