An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Stirling to take over an existing large portfolio.

One of their most successful advisers is retiring but will be on hand to transition the clients to you over the next few months.

A number of the clients are UHNW and it is an interesting and diverse client bank.

In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course.

It is a great firm with an amazing back office team who will be on hand to sort all your reports and compliance.

We are looking for an adviser who has a number of years experience who has a key focus in client retention and referrals.
This is a salaried position and a full bonus package will also be given on top of the generous basic.

If this sounds of interest please get in touch.

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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.