Senior Financial Planner

1 month ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

A rare opportunity has arisen within IDEX Consulting to take over a fully established client bank. We are looking for an experienced IFA to join our team and provide expert financial advice to our legacy clients.

Key Responsibilities:

  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Capital protection
  • Life planning and goal setting

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 clients. In return, you will receive an excellent salary and bonus package.



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