Senior IFA: Inherit £50m UHNW Portfolio | Hybrid, Glasgow

Senior IFA: Inherit £50m UHNW Portfolio | Hybrid, Glasgow

Glasgow Full-Time On-site
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IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio. This is a genuine progression opportunity within a Chartered Financial Planning firm, offering direct client relationships and a fully-supported environment with strong back-office resources.

The role requires a track record with UHNW clients and defined benefit transfer experience, with Chartered status or active progression toward it.

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Senior IFA: Inherit £50m UHNW Portfolio | Hybrid, Glasgow employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team