Senior Financial Planner — HNW/UHNW, Hybrid, Equity

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

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.