Financial Adviser (Accountancy Practice Glasgow)

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

Overview

Award-winning Financial Planning Firm within a large Accountancy Practice who provide a flawless financial planning service are looking for an exceptional IFA to join their team.

You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.

You will work with the business's existing client portfolio whilst getting leads from the accountancy business.

You will receive a full administrative and paraplanning service which is one of the best in the market.

Responsibilities

• Provide a high-calibre financial planning service to clients for Savings and Investments, Tax Planning, Estate Planning and Pension/Retirement Planning.
• Work with the existing client portfolio and generate leads from the accountancy business.
• Utilise a full administrative and paraplanning service to support delivery.

Benefits

• Employer-funded group personal pension
• Income Protection
• PMI
• Excellent holiday allowance
• Excellent earnings potential with the bonus

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Diversity, Equity and Inclusion

Our Diversity, Equity and Inclusion Mission

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.