Financial Advisor

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Competitive basic salary

Attractive bonus scheme

Contributory pension

25 days annual leave (30 with service)

Life assurance

Induction and ongoing training

Fully funded professional quals

Flexible benefits package

Cycle to Work

Volunteer days

Wellbeing programme

Career progression opportunities

Job summary

IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to manage an established client portfolio within a national wealth management firm, delivering holistic financial planning from an existing client bank in a hybrid working setup.

The role focuses on building long-term client relationships, delivering high-quality advice, and maintaining excellent service with support from an experienced paraplanning team and a comprehensive induction programme.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Experience providing regulated financial advice.
• Strong client-focused approach and excellent communication.

Responsibilities

• Provide ongoing financial planning and wealth management advice to an established client bank.
• Conduct regular client review meetings and ensure an exceptional client experience.
• Collaborate with paraplanners and support teams to deliver outcomes.
• Maintain accurate and compliant client records.
• Adhere to FCA regulations and internal compliance standards.
• Contribute to business initiatives and uphold high professional standards.
• Commit to ongoing professional development and learning.

Skills

Relationship building

Communication skills

Presentation skills

Networking

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Financial Advisor - £65,000 + Bonus
+ Comprehensive Benefits Glasgow / Hybrid Working

An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to continued growth, our client is expanding its Wealth team and is looking to appoint an experienced Financial Adviser to provide ongoing advice to an established portfolio of clients in Glasgow.

This is an ideal opportunity for an adviser who enjoys building long-term relationships, delivering holistic financial planning and providing exceptional client service, without the pressure of generating a client bank from scratch.

The Role

Working within a well-established Private Wealth division, you'll be responsible for managing an existing portfolio of clients, helping individuals and families achieve their long-term financial goals through tailored financial planning.

Supported by an experienced operational and paraplanning team, you'll focus on delivering high-quality advice and maintaining strong client relationships.

Key responsibilities include:

• Providing ongoing financial planning and wealth management advice to an established client bank.
• Conducting regular client review meetings and ensuring an exceptional client experience.
• Working collaboratively with paraplanners and support teams to deliver positive client outcomes.
• Maintaining accurate and compliant client records.
• Adhering to FCA regulations and internal compliance standards.
• Contributing to business initiatives and maintaining high professional standards.
• Continuing your technical and professional development through ongoing learning.

About You

To be successful in this role, you will have:

• Level 4 Diploma in Regulated Financial Planning (essential).
• Previous experience providing regulated financial advice.
• A genuine passion for delivering excellent client outcomes.
• Strong relationship-building, networking and presentation skills.
• A proactive, self-motivated and compassionate approach.
• Excellent communication and interpersonal skills.
• A commitment to maintaining the highest professional and ethical standards.

What's on Offer?

Our client is committed to investing in its people and offers an excellent overall package, including:

• Competitive basic salary.
• Attractive bonus scheme.
• Established client bank from day one.
• Contributory pension scheme.
• 25 days' annual leave, increasing to 30 days with service, plus bank holidays.
• Life assurance.
• Comprehensive induction and ongoing training programme.
• Fully funded professional qualifications and paid study leave.
• Flexible benefits package tailored to your needs.
• Option to purchase additional annual leave.
• Cycle to Work scheme.
• Paid volunteering days.
• Employee wellbeing programme and 24/7 Employee Assistance Programme.
• A collaborative, supportive culture with genuine opportunities for long-term career progression.

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.