IFA with Client book

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

Idex have partnered with a very established IFA practice with a base in East Kilbride who are looking for a Financial Adviser who will deliver high-quality financial planning to their clients.

This role offers:

• A warm pipeline and a ready-made portfolio of clients and prospects through the firm's professional services divisions
• The autonomy and flexibility of hybrid working
• Exceptional earnings potential with an excellent commission scheme
• A culture built on independence, integrity, and long-term client success

You’ll build deep relationships, deliver bespoke advice, and add genuine value to clients with complex needs supported by a modern, collaborative firm known for its premium service.

What You’ll Do

• Deliver high-quality, fully independent financial planning
• Manage and develop a portfolio
• Work closely with internal teams
• Provide holistic advice across investments, pensions, retirement planning, estate planning, protection, and sophisticated tax-efficient strategies
• Maintain high standards of compliance, governance, and professional care
• Represent the firm with warmth, credibility, and professionalism at all times

About You

• Diploma qualified financial adviser
• CAS/SPS in place and fully competent to advise
• Proven experience delivering regulated financial planning to complex clients
• Skilled at nurturing internal and external referral relationships
• Self-motivated, proactive, and committed to excellence

What’s on Offer

• Exceptional OTE with an attractive, transparent bonus structure
• Hybrid working
• Warm client opportunities from the firm's established professional services channels
• A supportive, collaborative, and ambitious environment

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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.