Experienced IFA to Drive Client Success

4 days ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

A highly sought-after opportunity has arisen within a respected wealth planning firm in Aberdeen.

About the Role

As an experienced Independent Financial Adviser, you will take over a fully established client bank and deliver exceptional financial guidance to our esteemed clients.

The key responsibilities of this role include:

  1. Investment and Portfolio Construction: Develop and implement tailored investment strategies to help clients achieve their financial goals.
  2. Cashflow Planning and Modelling: Provide expert advice on cashflow management, ensuring clients' financial stability and security.
  3. Pension and Retirement Planning: Offer personalized pension and retirement planning solutions to ensure clients' long-term financial well-being.
  4. Inheritance Tax and Estate Planning: Help clients navigate complex inheritance tax laws and develop effective estate plans.
  5. Capital Protection: Implement risk management strategies to safeguard clients' assets and protect their wealth.
  6. Life Planning and Goal Setting: Collaborate with clients to establish and achieve their short-term and long-term financial objectives.

We are looking for a Level 4 Diploma qualified professional with up-to-date SPS and a proven track record of generating significant business.

What We Offer

As a valued member of our Advisory team, you will receive a competitive salary and bonus package, reflecting your expertise and contributions to our organization.

About Us

IDEX Consulting is a specialist Independent Financial Planning practice with a strong reputation in the market. We are committed to delivering exceptional financial advice and guidance to our clients, and we are seeking like-minded professionals to join our team.



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