Back to jobs

IFA, large client bank provided

Job description

A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen.
We are looking for an experienced IFA to take over a fully established client bank.

The clients will require:

  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Capital protection
  • Life planning and goal setting

A specialist Independent Financial Planning practice with a long-standing reputation in the market they are looking to scale and further grow their Advisory team.

You will be supported by a fully complemented Support and Paraplanning team that works closely with the IFAs to provide the best financial advice for their legacy clients.

You will require Level 4 Diploma qualified with up to date SPS and have a proven experience writing significant levels of business.

In return you will receive an excellent salary and bonus package.

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.