Current jobs related to IFA, large client bank provided - Aberdeen, Aberdeen City - Idex
-
IFA Client Portfolio Manager
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeExciting Career OpportunityA prominent chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves taking over a well-established client portfolio, providing you with a solid foundation to build upon.Key Responsibilities:Manage an existing portfolio of clients while actively seeking to expand...
-
IFA Client Portfolio Manager
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeExciting Career OpportunityA prominent chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves taking over a well-established client portfolio, providing you with a solid foundation to build upon.Key Responsibilities:Manage an existing portfolio of clients while actively seeking to expand...
-
IFA Practice Portfolio Manager
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob Opportunity: Financial Adviser - Portfolio ManagerWe are seeking a qualified Financial Adviser to join our team at IDEX Consulting Ltd as a Portfolio Manager. As a key member of our team, you will be responsible for managing an existing portfolio of clients and developing new business opportunities.Key Responsibilities:Manage and grow an existing...
-
IFA Practice Portfolio Manager
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob Opportunity: Financial Adviser - Portfolio ManagerWe are seeking a qualified Financial Adviser to join our team at IDEX Consulting Ltd as a Portfolio Manager. As a key member of our team, you will be responsible for managing an existing portfolio of clients and developing new business opportunities.Key Responsibilities:Manage and grow an existing...
-
Career Minded IFA
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a career-minded IFA to join our team at Robinson Financial Careers. This is an exciting opportunity to work with one of the UK's largest Chartered Wealth Management Houses.Key ResponsibilitiesProvide professional advice and solutions to clients in accordance with FA regulations and group standards.Generate new client opportunities...
-
Career Minded IFA
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a career-minded IFA to join our team at Robinson Financial Careers. This is an exciting opportunity to work with one of the UK's largest Chartered Wealth Management Houses.Key ResponsibilitiesProvide professional advice and solutions to clients in accordance with FA regulations and group standards.Generate new client opportunities...
-
Career Minded IFA
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking a career-minded IFA to join our team at Robinson Financial Careers, a leading Chartered Wealth Management firm. This is an exciting opportunity for an individual to take on a challenging role and progress their career in a dynamic and supportive environment.Key ResponsibilitiesProvide professional advice and solutions to clients,...
-
Career Minded IFA
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking a career-minded IFA to join our team at Robinson Financial Careers, a leading Chartered Wealth Management firm. This is an exciting opportunity for an individual to take on a challenging role and progress their career in a dynamic and supportive environment.Key ResponsibilitiesProvide professional advice and solutions to clients,...
-
Financial Planning Assistant
1 week ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeIFA Administrator Job Description **About JohnstonGreer Ltd** JohnstonGreer Ltd is a regional IFA that provides financial planning to clients across investments, taxation, and pensions. Our professional practice continues to grow, and we seek an additional team member to support our Financial Planners. **Job Summary** As an IFA Administrator, you will be...
-
Financial Planning Assistant
1 week ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeIFA Administrator Job Description **About JohnstonGreer Ltd** JohnstonGreer Ltd is a regional IFA that provides financial planning to clients across investments, taxation, and pensions. Our professional practice continues to grow, and we seek an additional team member to support our Financial Planners. **Job Summary** As an IFA Administrator, you will be...
-
Management Supervisor
1 day ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob Title: Management SupervisorThe role of Management Supervisor is a critical position within the Financial Planning Team at IDEX Consulting. As a key member of the team, you will be responsible for supervising the performance and competency of Planners and supporting development across the team.Key Responsibilities:Supervising IFA's: Ensure that IFA's are...
-
Management Supervisor
2 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob Title: Management SupervisorThe role of Management Supervisor is a critical position within the Financial Planning Team at IDEX Consulting. As a key member of the team, you will be responsible for supervising the performance and competency of Planners and supporting development across the team.Key Responsibilities:Supervising IFA's: Ensure that IFA's are...
-
Financial Adviser for Established Client Base
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeExciting Career OpportunityA fantastic chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves managing an established client portfolio, providing you with the opportunity to enhance and expand your professional network.Key Responsibilities:Oversee an existing client base while actively...
-
Financial Adviser for Established Client Base
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeExciting Career OpportunityA fantastic chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves managing an established client portfolio, providing you with the opportunity to enhance and expand your professional network.Key Responsibilities:Oversee an existing client base while actively...
-
Management Supervisor
3 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob DescriptionThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key ResponsibilitiesSupervising IFA's: Ensure that IFA's are in line with FCA training and competence requirements.Identifying Training Needs: Determine the training...
-
Management Supervisor
5 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob DescriptionThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key ResponsibilitiesSupervising IFA's: Ensure that IFA's are in line with FCA training and competence requirements.Identifying Training Needs: Determine the training...
-
Management Supervisor
5 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob DescriptionThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key ResponsibilitiesSupervising IFA's: Ensure that IFA's are in line with FCA training and competence requirements.Identifying Training Needs: Determine the training...
-
Management Supervisor
3 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeJob DescriptionThe role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.Key ResponsibilitiesSupervising IFA's: Ensure that IFA's are in line with FCA training and competence requirements.Identifying Training Needs: Determine the training...
-
Financial Planner Assistant
3 days ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeIFA Administrator RoleWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in providing exceptional service to our clients.Key Responsibilities:Preparation for client meetings and follow-up of action pointsNew business processing and...
-
Financial Planner Assistant
3 days ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeIFA Administrator RoleWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in providing exceptional service to our clients.Key Responsibilities:Preparation for client meetings and follow-up of action pointsNew business processing and...
IFA, large client bank provided
4 months ago
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.
