Financial Advisor

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

salary

pension

PMI

income protection

bonus

Job summary

Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100.

The practice offers a fully-supported environment with strong back office resources and a collaborative team culture. Glasgow-based, hybrid working with a competitive package including salary, pension, PMI, income protection and bonus.

Qualifications

• Track record managing UHNW clients and comprehensive financial planning knowledge expected.
• Chartered status or actively working towards it essential.
• Inherit an established £50m portfolio with direct client relationships.

Skills

Relationship management

Financial planning

Education

Chartered Financial Planner

Job description

Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow.

This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100.

The practice offers a fully-supported environment with strong back office resources and a collaborative team culture.

What makes this stand out:

Inherit an established £50m portfolio with direct client relationships.

Join a high-performing, mutually-supportive team backed by excellent operational support

Competitive package including salary, pension, PMI, income protection and bonus Glasgow-based, hybrid working.

• salary
• pension
• PMI
• income protection
• bonus

Realistic commitment to an eighteen-month transition window required.

Chartered status or actively working towards it essential.

Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected.