At a Glance
- Tasks: Manage and grow an established portfolio of high-net-worth clients.
- Company: Highly respected wealth management firm with a strong market reputation.
- Benefits: Salary up to £90,000, lucrative bonuses, and full support.
- Other info: Long-term career opportunity with a commitment to diversity and inclusion.
- Why this job: Inherit a substantial client bank and focus on delivering exceptional advice.
- Qualifications: Proven experience in financial planning and client relationship management.
The predicted salary is between 90000 - 90000 £ per year.
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.
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.
Financial Adviser (Glasgow) established client bank employer: IDEX Consulting Ltd
Join a highly respected wealth management firm in Glasgow, where you will inherit an established portfolio of high-net-worth clients and enjoy a supportive work culture that prioritises diversity, equity, and inclusion. With a competitive salary of up to £90,000, a lucrative bonus scheme, and full paraplanning and compliance support, this role offers not just financial rewards but also the opportunity for long-term career growth in a reputable environment.
