Senior IFA: High Net Worth Clients, Growth & Support in Dundee
Senior IFA: High Net Worth Clients, Growth & Support

Senior IFA: High Net Worth Clients, Growth & Support in Dundee

Dundee Full-Time 60000 - 90000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise high net worth clients and develop business in a supportive environment.
  • Company: Reputable financial services firm in Dundee with a strong team culture.
  • Benefits: Competitive salary up to Β£75,000, bonuses, and extensive support.
  • Why this job: Make a long-term impact while working with established clients in an ethical setting.
  • Qualifications: Proven business development experience and a strong professional network.
  • Other info: Join a high-performing team with opportunities for growth and success.

The predicted salary is between 60000 - 90000 Β£ per year.

A financial services firm in Dundee is seeking an experienced advisor to join their high-performing team. This role offers a competitive package up to Β£75,000 plus bonuses, extensive support, and a well-established client portfolio.

The ideal candidate will have a track record in business development and a strong professional network. This opportunity is ideal for those looking to make a long-term impact in an ethical consulting environment.

Senior IFA: High Net Worth Clients, Growth & Support in Dundee employer: IDEX Consulting Ltd

Join a leading financial services firm in Dundee, where we prioritise employee growth and foster a collaborative work culture. With a competitive salary package, extensive support for your professional development, and the chance to work with high net worth clients, this role offers a unique opportunity to make a meaningful impact in an ethical consulting environment.
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Contact Detail:

IDEX Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior IFA: High Net Worth Clients, Growth & Support in Dundee

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for new opportunities. A personal recommendation can go a long way in landing that dream role.

✨Tip Number 2

Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your experience aligns with their goals. We want you to shine and show them why you're the perfect fit for their high-performing team.

✨Tip Number 3

Showcase your business development skills! Be ready to share specific examples of how you've successfully grown client portfolios in the past. This is your chance to demonstrate your value and make a lasting impression.

✨Tip Number 4

Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Senior IFA: High Net Worth Clients, Growth & Support in Dundee

Business Development
Client Relationship Management
Financial Advisory
High Net Worth Client Experience
Networking Skills
Consulting Skills
Ethical Decision Making
Portfolio Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and business development. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Keep it professional but let your personality come through.

Showcase Your Network: Since we’re looking for someone with a strong professional network, mention any relevant connections or partnerships in your application. This shows us you’re well-connected and ready to hit the ground running!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at IDEX Consulting Ltd

✨Know Your Numbers

Before the interview, brush up on your financial knowledge and be ready to discuss key metrics related to high net worth clients. This shows you’re not just a talker but someone who understands the numbers behind the business.

✨Showcase Your Network

Prepare to discuss your professional network and how it can benefit the firm. Bring examples of past collaborations or referrals that have led to successful outcomes, demonstrating your ability to leverage connections for growth.

✨Align with Their Values

Research the firm’s ethical consulting approach and be ready to articulate how your values align with theirs. Share specific examples from your experience that highlight your commitment to ethical practices in financial advising.

✨Prepare Questions

Have insightful questions ready about their client portfolio and growth strategies. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for your long-term career goals.

Senior IFA: High Net Worth Clients, Growth & Support in Dundee
IDEX Consulting Ltd
Location: Dundee
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  • Senior IFA: High Net Worth Clients, Growth & Support in Dundee

    Dundee
    Full-Time
    60000 - 90000 Β£ / year (est.)
  • I

    IDEX Consulting Ltd

    50-100
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