IFA Wealth Planner: Tax, Estate & Retirement

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

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.