Financial Adviser with Ready-Made Client Book (Hybrid)

IDEX Consulting; East Kilbride; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory practice in East Kilbride is seeking a Financial Adviser to deliver high-quality financial planning. This role offers a warm pipeline of clients, hybrid working, and exceptional earnings potential through a transparent commission scheme. Candidates should be diploma qualified and experienced in regulated financial planning, with strong relationship-building skills. An autonomous and proactive individual will thrive in this collaborative environment.

Benefits

Warm client opportunities

Exceptional bonus structure

Supportive working environment

Flexible working arrangements

Qualifications

• Must be a diploma-qualified financial adviser.
• Experience in delivering financial planning to complex clients is essential.
• Ability to build referral relationships is crucial.

Responsibilities

• Deliver high-quality, independent financial planning to clients.
• Manage and develop an established client portfolio.
• Work closely with internal teams to provide holistic financial advice.
• Maintain compliance and governance standards.

Skills

Diploma qualified financial adviser

Proven experience delivering regulated financial planning

Skilled at nurturing internal and external referral relationships

Self-motivated

Proactive

Commitment to excellence

Education

CAS/SPS in place and fully competent to advise

Job description

A leading financial advisory practice in East Kilbride is seeking a Financial Adviser to deliver high-quality financial planning. This role offers a warm pipeline of clients, hybrid working, and exceptional earnings potential through a transparent commission scheme. Candidates should be diploma qualified and experienced in regulated financial planning, with strong relationship-building skills. An autonomous and proactive individual will thrive in this collaborative environment.