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Independent Financial Adviser, Full book of business provided

Job description

A well known wealth management firm with have a unique opportunity for an experienced financial adviser to join their team based in Dundee.

They have a strong book of business to hand to the successful candidate due to a steady stream of leads coming from their sister firm.

You will be servicing, retaining and developing relationships, providing exceptional advice and gaining referrals to grow the client base further.

The right individual would be an adviser with several years' experience having worked with medium-high net worth clients. They have no targets and the most important thing is to look after clients and give them an excellent service.

In return they are offering an attractive basic salary, excellent benefits and excellent administration and paraplanner support.

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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.