IFA, Clients given

IDEX Consulting; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced financial adviser to join their successful practice in Glasgow. This role offers the chance to provide holistic financial advice to a diverse client base, including high net worth individuals. You will be empowered to self-generate business and explore new development opportunities, supported by a robust back office and marketing team. This position promises an excellent remuneration package, including a car allowance, making it an exciting opportunity for qualified IFAs looking to advance their careers in a supportive environment.

Benefits

Car Allowance

Back Office Support

Marketing Support

Qualifications

• Erfahrung in der ganzheitlichen Finanzberatung für Privatkunden.
• Fähigkeit zur selbstständigen Geschäftsanbahnung und strategischen Entwicklung.

Responsibilities

• Beratung von Kunden, einschließlich vermögender Privatpersonen.
• Unterstützung durch Backoffice und Marketing zur Markenentwicklung.

Skills

Holistic Financial Advice

Business Development

Client Relationship Management

Education

Qualified IFA

Job description

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow.

You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.

You will have the ability and initiative to self-generate your own business and strategise new business development opportunities.

This is a salaried position and a full commission package will also be given.

You will receive full back office support including high quality paraplanning. You will also receive excellent marketing support to grow your own brand.

If you are a qualified IFA looking for a move please get in touch.

Excellent remuneration package including car allowance. No salary validation.