Executive Director & Regional Manager
Idex Consulting are working with this whole of market independent financial advisory firm, that focuses on private wealth management and corporate pensions, to find them an additional IFA.
Due to expansion in their FUM and number of households they look after, we are looking for a new IFA to work alongside the 2 experienced advisers. The client bank will be split equally between the 3 advisers.
They specialise in the following areas:
- Retirement planning (personal and occupational)
- Inheritance tax planning
The organisation operates a family feel environment and have a compliment of excellent back office support and excellent systems.
They get numerous leads on a weekly basis on top of the client bank you will be looking after.
They will pay an excellent base salary for the individual and operate a generous new business commission scheme thereafter PLUS an annual discretionary bonus.
They will operate a hybrid policy and you will receive a parking space for the days that you attend the office as they are based in central Edinburgh.
You must have a number of years experience either as an IFA or from a tied/banking advisory background with full diploma in financial services.
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.