Back to jobs

IFA (Servicing)

Job description

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee 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.