Financial Adviser

IDEX Consulting; City of Edinburgh; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Car allowance

Marketing support

Paraplanning support

Job summary

IDEX Consulting is seeking an experienced financial adviser to join a national IFA practice with a large Edinburgh office. You will service a full client bank and provide holistic financial advice to individuals, including high net worth clients.

You will have the initiative to self-generate new business and employ strategic development opportunities. This is a salaried role with a full commission package, plus excellent back-office paraplanning and marketing support to help grow your brand.

Qualifications

• Experienced financial adviser with ability to service high net worth clients.
• Ability to self-generate business and develop new opportunities.
• Salaried role with a full commission package.
• Excellent back-office paraplanning support and marketing support.

Responsibilities

• Prospect and manage a full client bank.
• Deliver holistic financial advice to individuals.
• Develop and execute new business opportunities and growth strategies.

Skills

Financial advisory

Job description

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Edinburgh.

You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.

You will have the ability and initiative to self-generate your own business and strategise new business development opportunities.

This is a salaried position and a full commission package will also be given.

You will receive full back office support including high quality paraplanning.

You will also receive excellent marketing support to grow your own brand.

Excellent renumeration package including car allowance. No salary validation.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.