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IDEX Consulting Location:
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335638e645e5 Job Views:
52 Posted:
22.01.2025 Expiry Date:
08.03.2025 Job Description:
A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Capital protection Life planning and goal setting A specialist Independent Financial Planning practice with a long-standing reputation in the market is looking to scale and further grow their Advisory team. You will be supported by a fully complemented Support and Paraplanning team that works closely with the IFAs to provide the best financial advice for their legacy clients. You will require Level 4 Diploma qualified with up-to-date SPS and have proven experience writing significant levels of business. In return, you will receive an excellent salary and bonus package.
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IDEX Consulting Location:
Job Category:
Customer Service EU work permit required:
Yes Job Reference:
335638e645e5 Job Views:
52 Posted:
22.01.2025 Expiry Date:
08.03.2025 Job Description:
A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Capital protection Life planning and goal setting A specialist Independent Financial Planning practice with a long-standing reputation in the market is looking to scale and further grow their Advisory team. You will be supported by a fully complemented Support and Paraplanning team that works closely with the IFAs to provide the best financial advice for their legacy clients. You will require Level 4 Diploma qualified with up-to-date SPS and have proven experience writing significant levels of business. In return, you will receive an excellent salary and bonus package.
#J-18808-Ljbffr
