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IFA Practice Portfolio Manager

2 months ago

Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

Job Opportunity: Financial Adviser - Portfolio Manager

We 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 portfolio of clients
  • Develop new business opportunities through referrals and introductions
  • Work closely with our paraplanning team to provide high-quality support
  • Collaborate with our sales team to identify new business opportunities

Requirements:

  • Qualified Financial Adviser with experience in portfolio management
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent problem-solving and analytical skills

What We Offer:

  • A competitive salary and commission package
  • Opportunities for career growth and development
  • A supportive and inclusive work environment
  • Access to high-quality training and development programs

About IDEX Consulting Ltd:

IDEX Consulting Ltd is a well-established and successful IFA practice in the financial services industry. We are committed to providing exceptional service to our clients and are dedicated to creating a positive and inclusive work environment for our employees.