Hybrid Financial Planner in Dundee | Client Growth

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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