Senior Financial Planner

IDEX Consulting; Glasgow; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services group in Glasgow seeks a highly skilled Financial Planner to provide independent financial advice to high-net-worth clients. You will manage a diverse portfolio, work collaboratively with in-house specialists, and enjoy a hybrid working environment. The role offers exceptional earnings potential and equity opportunities, with a culture rooted in independence and client success.

Benefits

Exceptional earnings potential

Equity opportunities for high performers

Flexible hybrid working

Qualifications

• Chartered Financial Planner status or close to achieving it.
• Proven experience delivering financial planning to HNW / UHNW clients.
• Strong commercial awareness and managing complex cases.

Responsibilities

• Deliver high-quality independent financial planning to clients.
• Manage a portfolio including business owners and families.
• Work closely with internal teams to maximize planning opportunities.

Skills

Chartered Financial Planner status

Experience delivering regulated financial planning

Strong commercial awareness

Client-focused and polished communication

Self-motivated and proactive attitude

Job description

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 £,
• 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