Wealth Advisor – Established Client Bank (Hybrid, Glasgow)

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Competitive basic salary

Attractive bonus scheme

Contributory pension

25 days annual leave (30 with service)

Life assurance

Induction and ongoing training

Fully funded professional quals

Flexible benefits package

Cycle to Work

Volunteer days

Wellbeing programme

Career progression opportunities

Job summary

IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to manage an established client portfolio within a national wealth management firm, delivering holistic financial planning from an existing client bank in a hybrid working setup.

The role focuses on building long-term client relationships, delivering high-quality advice, and maintaining excellent service with support from an experienced paraplanning team and a comprehensive induction programme.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Experience providing regulated financial advice.
• Strong client-focused approach and excellent communication.

Responsibilities

• Provide ongoing financial planning and wealth management advice to an established client bank.
• Conduct regular client review meetings and ensure an exceptional client experience.
• Collaborate with paraplanners and support teams to deliver outcomes.
• Maintain accurate and compliant client records.
• Adhere to FCA regulations and internal compliance standards.
• Contribute to business initiatives and uphold high professional standards.
• Commit to ongoing professional development and learning.

Skills

Relationship building

Communication skills

Presentation skills

Networking

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Job description

IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to manage an established client portfolio within a national wealth management firm, delivering holistic financial planning from an existing client bank in a hybrid working setup.

The role focuses on building long-term client relationships, delivering high-quality advice, and maintaining excellent service with support from an experienced paraplanning team and a comprehensive induction programme.