IDEX Consulting Ltd is excited to present an opportunity for a Financial Planner to join their Dundee office in a hybrid role. You will provide exceptional financial planning and advice to clients while managing a client base. The ideal candidate should have experience with Microsoft Word and Excel, and a desire to succeed as a Financial Planner.
The firm has a strong UK presence and is committed to inclusivity. Responsibilities include generating new client leads, ensuring compliance, and achieving annual revenue targets.
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