At a Glance
- Tasks: Provide top-notch financial planning and advice while managing your own client base.
- Company: IDEX Consulting Ltd, a leading firm with a strong UK presence and inclusive culture.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Exciting opportunity to generate new leads and meet annual revenue targets.
- Why this job: Join a dynamic team and help clients achieve their financial goals while driving your own success.
- Qualifications: Experience with Microsoft Word and Excel; passion for financial planning.
The predicted salary is between 40000 - 50000 £ per year.
IDEX Consulting Ltd is excited to present an opportunity for a Financial Planner to join their Dundee office in a hybrid role. You will provide exceptional financial planning and advice to clients while managing a client base. The ideal candidate should have experience with Microsoft Word and Excel, and a desire to succeed as a Financial Planner. The firm has a strong UK presence and is committed to inclusivity.
Responsibilities include:
- Generating new client leads
- Ensuring compliance
- Achieving annual revenue targets
Hybrid Financial Planner – Build Clients & Drive Growth in Dundee employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer, offering a dynamic work culture in their Dundee office that fosters inclusivity and collaboration. Employees benefit from comprehensive training and development opportunities, enabling them to grow their careers as Financial Planners while enjoying the flexibility of a hybrid working model. With a strong commitment to client success and a supportive team environment, IDEX is dedicated to helping its employees thrive both personally and professionally.
