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IFA

IDEX Consulting Ltd
Posted 19 hours ago, valid for 11 days
Location

Dundee, City of Dundee DD4 9FA

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Financial Adviser position is available at a successful IFA practice in Dundee to manage an existing portfolio of clients.
  • The role involves providing advice to both private and corporate clients, utilizing referrals and existing introducers.
  • Candidates should possess experience as an IFA, either seasoned or newly qualified, and will receive full back office support.
  • This salaried position offers a generous basic salary along with a bonus package.
  • The firm emphasizes personal development and operates in a dynamic environment during a significant growth period.

An opportunity has arisen for a Financial Adviser to join a successful IFA practice in Dundee to take over an existing portfolio of good clients.You will provide advice to a wide range of private and corporate clients.You will receive referrals and use existing introducers whilst servicing the existing clients. You will have full back office support and be joining a firm at an amazing growth period.This is a salaried position and a bonus package will also be given on top of the generous basic.The firm is well known and highly regarded and high importance is placed on personal development and working in a dynamic environment.If you are an experienced IFA (or newly qualified) 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.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.