Financial Planner in Dundee

Job Description

Idex have partnered with a boutique wealth management company who are looking for a Senior IFA who will support their growth strategy.

The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals

The firm are looking to expand in Dundee and have a substantial client bank on offer. In addition, the business is also actively seeking to accelerate its already impressive organic growth through recruitment and other initiatives. The have offices throughout the UK and intend to keep growing!

The team manage HNW clients ranging from c£1m-£7m investable assets as well as complex style cases so cashflow planning experience is important.

This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements.

To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry.

This firm is offering a marketing leading compensation and bonus package.