Independent Financial Services Consultant

3 weeks ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

A distinguished opportunity exists within a prestigious wealth management firm based in Aberdeen.

We seek an accomplished Independent Financial Adviser (IFA) to oversee a fully established client portfolio, capitalizing on their expertise in investment and portfolio development, cashflow planning and modelling, pension and retirement planning, inheritance tax and estate planning, capital protection strategies, and life planning and goal setting.

Key Responsibilities:
  1. Portfolio Growth and Development
  2. Cashflow Strategy and Planning
  3. Retail Investment and Retirement Planning
  4. Tax Efficient Planning
  5. Capital Protection Strategies
  6. Life Planning and Goal Setting

Supported by a comprehensive team of specialists, you will provide exceptional financial advice for clients. To succeed, you should hold a Level 4 Diploma qualification and possess up-to-date knowledge of regulatory standards.

The estimated annual salary for this position is £80,000, with a performance-based bonus package available.



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