Senior Financial Planner

IDEX Consulting; Glasgow; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

A leading professional services firm in Glasgow seeks a skilled Financial Planner to provide independent financial planning for high-net-worth clients. This role offers a warm client pipeline, exceptional earnings potential, and a supportive environment that values integrity and long-term success. The successful candidate will collaborate with in-house specialists and manage a diverse portfolio, ensuring high standards of service. Join a forward-thinking team committed to excellence and professional growth.

Benefits

Basic salary up to £110,000

Transparent bonus structure

Equity potential for top performers

Qualifications

• Chartered Financial Planner status or close to achieving it.
• Competent to advise with CAS/SPS in place.
• Experience delivering regulated financial planning to HNW/UHNW clients.

Responsibilities

• Deliver high-quality financial planning for HNW and UHNW clients.
• Manage a diverse portfolio including business owners and families.
• Collaborate with internal teams to maximize planning opportunities.

Skills

Chartered Financial Planner status

CAS/SPS competence

Proven experience with HNW/UHNW clients

Strong commercial awareness

Skilled in relationship management

Job description

About the Firm

We're proud to be representing one of the UK's most respected professional services groups, a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial planning with a modern, client‑centric approach, backed by the scale and expertise of a leading national advisory group. Renowned for exceptional service and long‑standing client relationships, the firm works extensively with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) individuals, families, trusts, and business owners. Their recent growth has been significant, and with further expansion planned, this is the ideal time to join an ambitious, forward‑thinking team where high professional standards and human, relationship‑led advice go hand‑in‑hand.

The Opportunity

We are seeking a highly skilled Financial Planner to join the Glasgow team, working within a prestigious, multidisciplinary environment where your advice is enhanced by access to in‑house tax specialists, accountants, and business advisers.

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, including equity opportunities for high performers
• 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 to HNW and UHNW clients
• Manage and develop a portfolio including business owners, professionals, and multi‑generational families
• Work closely with internal teams (tax, accounting, advisory, corporate finance) to maximise integrated planning opportunities
• Build strong referral relationships across the wider group, becoming a trusted expert and visible partner
• 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

• Chartered Financial Planner status (or close to achieving it)
• CAS/SPS in place and fully competent to advise
• Proven experience delivering regulated financial planning to HNW/UHNW clients
• Strong commercial awareness and confident managing complex cases
• Skilled at nurturing internal and external referral relationships
• Credible, polished, and client‑focused
• Self‑motivated, proactive, and committed to excellence

What's on Offer

• Basic salary up to £110,000
• Exceptional OTE with an attractive, transparent bonus structure
• Equity potential for top performers
• Hybrid working – with time in the Glasgow office to build meaningful internal relationships
• Warm client opportunities from the firm's established professional services channels
• Strong brand, outstanding reputation, and modern infrastructure
• A supportive, collaborative, and ambitious environment

Why This Role Stands Out

This isn't just another IFA role. It's the chance to join a market‑leading advisory business where:

• You are part of a wider ecosystem of professional services
• You gain access to quality clients who need complex, high‑value advice
• You benefit from genuine cross‑referral opportunities
• You develop professionally within a firm committed to your long‑term success
• You enjoy the stability of a national group with the feel of a close‑knit, people‑first team

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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.