Financial Adviser (Accountancy Practice Glasgow)

IDEX Consulting; Glasgow; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial planning firm in Glasgow is looking for an exceptional Independent Financial Advisor (IFA) to deliver top-tier services in Savings, Tax, Estate, and Pension Planning. The role involves managing an existing client portfolio and will leverage leads from the associated accountancy firm. You'll enjoy comprehensive administrative support and excellent benefits including a funded pension and generous holiday allowance, making this a rewarding opportunity with significant earnings potential.

Benefits

Employer funded group personal pension

Income Protection

Private Medical Insurance (PMI)

Excellent holiday allowance

Responsibilities

• Provide high-quality financial planning services to clients in various areas.
• Work with the existing client portfolio and obtain leads from the accountancy business.
• Receive full administrative and paraplanning support.

Job description

Job description

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.

Benefits include employer funded group personal pension, Income Protection, PMI and an excellent holiday allowance.

Excellent earnings potential with the bonus.