Financial Adviser (Glasgow) established client bank - #2083918

IDEX Consulting Ltd


Date: 22 hours ago
City: Glasgow
Salary: £75,000 - £90,000 / year
Contract type: Full time
Work schedule: Full day
IDEX Consulting Ltd


Financial Planner | Glasgow


Opportunities like this are incredibly rare.


Due to the planned retirement of a long-standing adviser, a highly respected wealth management firm is looking to appoint an experienced Financial Planner to inherit and develop an established portfolio of high-net-worth clients.
This isn't a role where you're starting from scratch.


You'll be given responsibility for a substantial client bank built over many years, allowing you to focus on what you do best - delivering exceptional advice and building long-term client relationships.


What's on offer:

  • Salary up to £90,000
  • Lucrative bonus scheme
  • Established HNW client bank to inherit
  • Full paraplanning, administration and compliance support
  • Excellent reputation within the market


This is a long-term career opportunity with a highly respected business


We're keen to speak with advisers who have a number of years' experience and a proven track record of delivering high-quality financial planning advice.


If you're looking for a role that combines security, earning potential and an exceptional client proposition, I'd be delighted to have a confidential conversation.


Please feel free to get in touch directly


#FinancialPlanner #IFA #WealthManagement #FinancialServices #GlasgowJobs #FinancialPlanning #HNWClients #WealthManager #FinancialAdviser

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Sales Engineer

AutomationSR,
£40,000 / year
14 hours ago
```html About the Company The company is part of an independent family-owned business with global market leadership (44,500 people, an annual turnover of 21.6 billion euros) in B-to-B distribution of electrical products, solutions and related services. You’ll be joining a...
AutomationSR

Operations Manager

Huntswood,
14 hours ago
Operations Manager Glasgow - Hybri d The Operations Manager will be responsible for driving effective operational delivery across complex customer complaint and remediation activity, ensuring alignment to both internal objectives and UK client requirements. The role requires strong leadership, operational...
Huntswood

Linux Engineer

Systal Technology Solutions,
18 hours ago
Linux Engineer Glasgow/Hybrid Competitive salary & benefits We are Systal: a global managed network, cloud and security transformation specialist. We provide complex and strategic technology services for enterprise businesses, managing 200,000+ assets across 93 countries. These services help our customers...
Systal Technology Solutions