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Financial Adviser
2 months ago
Job Opportunity: Financial Adviser - Portfolio Manager
About the Role:
We are seeking a qualified Financial Adviser to join our team at IDEX Consulting Ltd as a Portfolio Manager. As a Portfolio Manager, you will be responsible for managing an existing portfolio of clients and creating new business development opportunities.
Key Responsibilities:
- Manage an existing portfolio of clients, providing financial advice and guidance to ensure their financial goals are met.
- Create new business development opportunities through referrals and introductions.
- Work closely with our paraplanning team to provide high-quality support and ensure seamless client service.
- Contribute to the growth and success of our IFA practice in Aberdeen.
What We Offer:
We offer a competitive salary, a full commission package, and excellent full back office support. Our team is committed to driving conscious inclusion across our business and creating equitable pathways for all.
About IDEX Consulting:
IDEX Consulting Ltd is a well-established and successful IFA practice dedicated to providing exceptional financial services to our clients. We are committed to creating an inclusive and equitable work environment where everyone can bring their authentic selves to work.
