Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial advice to clients, including high net worth individuals.
- Company: Join a successful Wealth Planning Firm in the heart of Aberdeen.
- Benefits: Salaried position with bonuses, car allowance, and full back office support.
- Why this job: Grow your brand with excellent marketing support and new business opportunities.
- Qualifications: Qualified Financial Adviser with experience in self-generating business.
- Other info: Dynamic environment with a full client bank and lots of new leads.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity has arisen for an experienced financial adviser to join a highly successful Wealth Planning Firm with a large office based in the heart of Aberdeen. You will be given a full client bank and will be giving holistic financial advice to individuals including a number of high net worth clients.
With lots of new leads coming from a variety of channels, you will have the ability and initiative to self-generate your own business and strategise new business development opportunities. This is a salaried position and a full bonus package will also be given, which includes a car allowance.
You will receive full back office support including high quality paraplanning, as well as excellent marketing support to grow your own brand.
If you are a qualified Financial Adviser looking for a move, please apply.
IFA (Aberdeen) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA (Aberdeen)
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events in Aberdeen or join online forums to build relationships that could lead to referrals or job opportunities.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in wealth planning. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let potential employers see what you can bring to the table.
✨Tip Number 3
Don’t just wait for opportunities to come to you. Be proactive! Reach out to firms directly, even if they’re not advertising positions. A well-crafted email expressing your interest can open doors you didn’t even know existed.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that perfect role. Plus, applying directly shows your enthusiasm and commitment to joining our team at StudySmarter.
We think you need these skills to ace IFA (Aberdeen)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA role. Highlight your experience in financial advising, especially with high net worth clients, and any successful business development strategies you've implemented.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share specific examples of how you've provided holistic financial advice and generated new business in the past.
Showcase Your Initiative: We love candidates who take the initiative! In your application, mention any times you've successfully self-generated business or strategised new opportunities. This will show us your proactive approach.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Aberdeen.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic financial advice and high net worth clients. Be prepared to discuss your previous experiences and how they relate to the role, as this will show that you’re not just a good fit but also genuinely interested in the position.
✨Showcase Your Business Development Skills
Since the role involves self-generating business, come armed with examples of how you've successfully developed new business opportunities in the past. Think about specific strategies you've used and be ready to share them during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to wealth planning and client management. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
✨Highlight Teamwork and Support
Emphasise your ability to work well within a team, especially since you'll be receiving back office support and paraplanning. Share examples of how collaboration has led to successful outcomes in your previous roles.
