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IFA

IDEX Consulting Ltd
Posted 3 days ago, valid for 11 days
Location

Dunfermline, Fife KY129BQ, Scotland

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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  • An experienced Financial Adviser is needed to join a successful IFA practice in Dunfermline, taking over a large existing portfolio.
  • The role includes servicing high-net-worth clients and receiving referrals from existing introducers.
  • This salaried position offers a generous basic salary along with a full bonus package.
  • Candidates should be qualified IFAs with relevant experience, although the specific number of years required is not mentioned.
  • The company emphasizes a commitment to diversity, equity, and inclusion in its workplace culture.

An opportunity has arisen for an experienced Financial Adviser to join a successful IFA practice in Dunfermline to take over an existing large portfolio. You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and a full bonus package will also be given on top of the generous basic. You will receive 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.

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.