Independent Financial Adviser (Dundee)

IDEX Consulting; Dundee; Hybrid; GBP 68,000 - 80,000; Full time

Job summary

A financial advisory firm in Dundee is seeking an experienced Independent Financial Advisor to join their high-performing team. The role offers a competitive salary of up to £80,000 with a flexible working pattern and a strong client portfolio to inherit. Ideal candidates will have a proven record in business development and a professional network for referrals, alongside a consultative and ethical approach to advising clients. This position presents significant career development opportunities.

Benefits

Competitive bonus

Career development opportunities

Flexible working pattern

Qualifications

• Experience as an Independent Financial Advisor with strong skills in new business development.
• Proven history of developing professional connections for client referrals.
• Long-term commitment with a consultative and ethical approach.

Responsibilities

• Provide financial advice to high net worth clients.
• Develop and maintain a professional connection network.
• Contribute to company growth plans and career development opportunities.

Skills

New business development

Client generation

Professional connection network

Ethical approach

Job description

Overview

Independent Financial Advisor — Dundee — To £80,000 + competitive bonus and benefits. Hybrid working.

A highly regarded IFA is looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:

• High earning potential
• Flexible working pattern
• Full paraplanning, administration and compliance support
• A broad range of advice dealing with a core high net worth client portfolio
• Ambitious growth plans that will present various career development opportunities
• Clients to inherit

What we are looking for

• An experienced advisor who can demonstrate skills in new business development and client generation
• Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
• Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

In return you will receive a highly competitive package and an excellent book of clients.

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Diversity, Equity and Inclusion

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.