Hybrid Financial Planner in Dundee | Client Growth

Hybrid Financial Planner in Dundee | Client Growth

Dundee Full-Time On-site
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IDEX Consulting Ltd. seeks a Review Financial Adviser to join its growing independent financial planning firm in Dundee. The role is hybrid, with commutable distance for Dundee, and offers exposure to a well-established UK presence through strategic acquisitions.

You will provide high-quality financial planning, advice and client service while developing new business and maintaining regulatory standards. The ideal candidate will hold CAS or be working towards it, have experience with Word/Excel

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Hybrid Financial Planner in Dundee | Client Growth employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team