Wealth Advisor – Established Client Bank (Hybrid, Glasgow)

Wealth Advisor – Established Client Bank (Hybrid, Glasgow)

Glasgow Full-Time No working from home possible
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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.

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Wealth Advisor – Established Client Bank (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