Senior Financial Planner – HNW Wealth, Hybrid & Equity

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

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.