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Independent Financial Adviser

Job description

Idex Consulting is working for a growing holistic financial planning firm who have an office in Inverness.

As a Planner, it is your role to ensure that together with your team, you provide a high standard of technical service to clients, ensuring accurate and timely delivery in line with client requirements.

You have the responsibility for the future growth of the firm, especially through the current client base.

You will know your clients and be able to recognise significant issues in their circumstances and consider the best possible recommendations for their solution.

You will establish yourself as a key business advisor and a primary contact for clients, their professional team and your own business network, creating and obtaining referrals for work.

You will be an ambassador for the firm and actively promote yourself and the business as experts in the marketplace.
In return you will receive a highly competitive basic salary and bonus package.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.