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- Tasks: Join a dynamic team as a Financial Adviser, managing an existing portfolio of clients.
- Company: Be part of a well-regarded IFA practice in Dundee, known for its growth and support.
- Benefits: Enjoy a competitive salary, bonus package, and full back office support.
- Why this job: This role offers personal development and the chance to work in a vibrant environment.
- Qualifications: Ideal for experienced IFAs or newly qualified professionals eager for an exciting opportunity.
- Other info: IDEX values diversity and inclusion, fostering a culture where everyone can thrive.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen for a Financial Adviser to join a successful IFA practice in Dundee to take over an existing portfolio of good clients.You will provide advice to a wide range of private and corporate clients.You will receive referrals and use existing introducers whilst servicing the existing clients. You will have full back office support and be joining a firm at an amazing growth period.This is a salaried position and a bonus package will also be given on top of the generous basic.The firm is well known and highly regarded and high importance is placed on personal development and working in a dynamic environment.If you are an experienced IFA (or newly qualified) looking for an exciting move please get in touch. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. …
IFA employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA
✨Tip Number 1
Network with other financial advisers and professionals in the Dundee area. Attend local industry events or join relevant online forums to connect with potential introducers and clients.
✨Tip Number 2
Familiarize yourself with the specific needs of both private and corporate clients in the region. Understanding local market trends can help you tailor your advice and stand out as a knowledgeable adviser.
✨Tip Number 3
Highlight your commitment to personal development during any discussions. The firm values growth, so showcasing your willingness to learn and adapt will resonate well with them.
✨Tip Number 4
Prepare to discuss how you can leverage existing client relationships and referrals effectively. Demonstrating a proactive approach to client management will show that you're ready to hit the ground running.
We think you need these skills to ace IFA
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of a Financial Adviser in an IFA practice. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Your Experience: In your CV and cover letter, emphasize your experience with private and corporate clients. Mention any existing portfolios you have managed and how you have successfully serviced clients in the past.
Showcase Personal Development: Since the firm values personal development, include any relevant training, certifications, or professional development courses you have completed. This shows your commitment to growth in the financial advisory field.
Express Enthusiasm for the Firm: Convey your excitement about joining a well-regarded firm during a growth period. Research the company culture and mention specific aspects that resonate with you in your application.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Clients
Since you'll be taking over an existing portfolio, it's crucial to familiarize yourself with the clients' needs and preferences. Research their backgrounds and prepare to discuss how you can enhance their financial strategies.
✨Highlight Your Experience
Whether you're an experienced IFA or newly qualified, be ready to showcase your relevant experience. Discuss specific cases where you've successfully advised clients and how those experiences can benefit the firm.
✨Emphasize Personal Development
The firm values personal development, so come prepared to talk about your own growth journey. Share any courses, certifications, or skills you've acquired that align with the firm's commitment to continuous improvement.
✨Show Enthusiasm for Team Dynamics
As the firm is in a growth period, express your excitement about joining a dynamic team. Discuss how you can contribute to a collaborative environment and support your colleagues while servicing clients.
