Enable job alerts via email!
Senior IFA
IDEX Consulting
Glasgow
On-site
GBP 35,000 - 65,000
Full time
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Job summary
Join a leading Wealth Management firm as a Financial Planner in Glasgow, where you'll leverage your expertise in Financial Planning to build strong client relationships and drive new business. Collaborate with a dedicated team of professionals while receiving a competitive remuneration package and excellent bonus potential. This role offers a unique opportunity to develop your career in a supportive environment that values growth and excellence in client service. If you're passionate about providing top-notch financial advice and eager to make a meaningful impact, this position is perfect for you.
Qualifications
- Ideally completed CII Level 4 and studying for Chartered status.
- In-depth knowledge of Financial Planning and client advice.
Responsibilities
- Build and develop relationships with an existing book of clients.
- Generate new clients through business development initiatives.
Skills
Education
Job description
IDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Glasgow offices.
Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book of clients, ensuring they are provided with ongoing advice and support where required.
You will also increase business with the generation of new clients, through a range of business development initiatives.
The successful candidate will have ideally completed their CII Level 4 and want to, or be studying towards Chartered status.
An in-depth knowledge of Financial Planning and client advice & in-depth knowledge of complex and higher risk advice areas are also essential.
In return you will be part of one of the leading UK brands, receiving a strong remuneration package along with excellent bonus potential.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
job faster
