Financial Advisor

IDEX Consulting Ltd; Aberdeen City; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Full bonus package

Back office support

Marketing support

Job summary

IDEX Consulting Ltd in Aberdeen is seeking an experienced financial adviser to join a successful Wealth Planning Firm with a large office in the heart of Aberdeen.

You will manage a full client bank and provide holistic financial advice to individuals, including high net worth clients. You will self-generate new business and benefit from strong marketing and paraplanning support while enjoying a salaried role with a comprehensive bonus package.

Responsibilities

• Provide holistic financial advice to individuals including high net worth clients.
• Manage a full client bank and develop ongoing client relationships.
• Self-generate new business and identify opportunities for growth.

Job description

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful Wealth Planning Firm with a large office based in the heart of Aberdeen.

You will be given a full client bank and will be giving holistic financial advice to individuals including a number of high net worth clients. With lots of new leads coming from a variety of channels.

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 bonus 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.