Elite Financial Planner: Investments, Tax & Retirement

IDEX Consulting; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm in Glasgow is seeking an exceptional Independent Financial Advisor (IFA) to provide high-calibre services in Savings, Investments, Tax, Estate, and Retirement Planning. You will manage an existing client portfolio while generating new leads, supported by a top-tier administrative team. This role offers excellent benefits, including a pension and income protection.

Benefits

Employer-funded group personal pension

Income Protection

PMI

Excellent holiday allowance

Excellent earnings potential with the bonus

Qualifications

• Proven experience in financial planning for Savings, Investments, and Pension.
• Ability to provide a high-calibre service to clients.
• Familiarity with tax and estate planning.

Responsibilities

• Provide a high-calibre financial planning service.
• Work with the existing client portfolio.
• Utilise the administrative support for client delivery.

Skills

High-calibre financial planning

Client portfolio management

Lead generation

Job description

A leading financial planning firm in Glasgow is seeking an exceptional Independent Financial Advisor (IFA) to provide high-calibre services in Savings, Investments, Tax, Estate, and Retirement Planning. You will manage an existing client portfolio while generating new leads, supported by a top-tier administrative team. This role offers excellent benefits, including a pension and income protection.