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Hybrid Financial Planner | Client

Job in Dundee, Dundee City Area, DD1, Scotland, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 32000 - 52000 GBP Yearly GBP 32000.00 52000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd. seeks a Review Financial Adviser to join its growing independent financial planning firm in Dundee. The role is hybrid, with commutable distance for Dundee, and offers exposure to a well-established UK presence through strategic acquisitions.

You will provide high-quality financial planning, advice and client service while developing new business and maintaining regulatory standards. The ideal candidate will hold CAS or be working towards it, have experience with Word/Excel

Step into the Hybrid Financial Planner in Dundee | Client Growth role at IDEX Consulting Ltd in Dundee, Scotland, United Kingdom and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Dundee, Scotland, United Kingdom.

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