At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients with expert financial planning.
- Company: Respected wealth management firm in Glasgow with a strong reputation.
- Benefits: Competitive salary up to £90,000, lucrative bonuses, and full support.
- Other info: Enjoy a supportive environment with a focus on client satisfaction.
- Why this job: Join a unique opportunity for security and earning potential in finance.
- Qualifications: Proven experience in financial planning and exceptional client service skills.
The predicted salary is between 90000 - 90000 £ per year.
IDEX Consulting Ltd is seeking an experienced Financial Planner in Glasgow to inherit and grow an established portfolio of high-net-worth clients. This role offers a competitive salary of up to £90,000 along with a lucrative bonus scheme.
You’ll benefit from full paraplanning, administration, and compliance support. We are looking for advisers with a strong track record in financial planning and the ability to deliver exceptional client service.
This is a unique opportunity that combines security, earning potential, and an exceptional client proposition with a respected wealth management firm.
Senior Financial Planner: Inherit HNW Client Bank in Glasgow employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an exceptional employer that prioritises the growth and success of its employees, offering a supportive work culture in Glasgow. With comprehensive paraplanning and compliance support, as well as a competitive salary and bonus structure, employees are empowered to excel in their roles while managing a prestigious portfolio of high-net-worth clients. The company fosters professional development and provides unique opportunities for meaningful engagement in the wealth management sector.
