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For Companies At a Glance
- Tasks: Deliver high-quality financial planning and manage a diverse client portfolio.
- Company: Established IFA practice in East Kilbride with a collaborative culture.
- Benefits: Exceptional earnings potential, hybrid working, and a transparent bonus structure.
- Why this job: Make a real impact by providing bespoke advice to clients with complex needs.
- Qualifications: Diploma qualified financial adviser with proven experience in regulated financial planning.
- Other info: Join a supportive environment focused on inclusion and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Idex have partnered with a very established IFA practice with a base in East Kilbride who are looking for a Financial Adviser who will deliver high-quality financial planning to their clients.
This role offers:
- A warm pipeline and a ready-made portfolio of clients and prospects through the firm's professional services divisions
- The autonomy and flexibility of hybrid working
- Exceptional earnings potential with an excellent commission scheme
- A culture built on independence, integrity, and long-term client success
You’ll build deep relationships, deliver bespoke advice, and add genuine value to clients with complex needs supported by a modern, collaborative firm known for its premium service.
What You’ll Do
- Deliver high-quality, fully independent financial planning
- Manage and develop a portfolio
- Work closely with internal teams
- Provide holistic advice across investments, pensions, retirement planning, estate planning, protection, and sophisticated tax-efficient strategies
- Maintain high standards of compliance, governance, and professional care
- Represent the firm with warmth, credibility, and professionalism at all times
About You
- Diploma qualified financial adviser
- CAS/SPS in place and fully competent to advise
- Proven experience delivering regulated financial planning to complex clients
- Skilled at nurturing internal and external referral relationships
- Self-motivated, proactive, and committed to excellence
What’s on Offer
- Exceptional OTE with an attractive, transparent bonus structure
- Hybrid working
- Warm client opportunities from the firm's established professional services channels
- A supportive, collaborative, and ambitious environment
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.
IFA with Client book in East Kilbride employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA with Client book in East Kilbride
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to referrals and opportunities that aren’t even advertised.
✨Showcase Your Expertise
Consider hosting a webinar or writing articles about financial planning topics. This not only positions you as an expert but also helps you connect with potential clients who appreciate your knowledge. Plus, it’s a great way to get your name out there!
✨Follow Up, Follow Up, Follow Up
After meeting someone or having an interview, always follow up with a thank-you email. It shows professionalism and keeps you on their radar. A simple message can make a big difference in how you’re remembered!
✨Apply Through Our Website
Don’t forget to check out the opportunities on our website! Applying directly through us can give you a better chance of landing that dream job. We’re always looking for talented individuals like you to join our team!
We think you need these skills to ace IFA with Client book in East Kilbride
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your qualifications, especially your Diploma and any relevant experience in financial planning. We want to see how you can deliver high-quality advice!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with complex clients and how you embody the values of independence and integrity that we cherish at StudySmarter.
Showcase Your Client Relationship Skills: Since building deep relationships is key, share examples of how you've nurtured client connections in the past. We love seeing how you add genuine value to clients, so don’t hold back on those success stories!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and tax-efficient strategies. Being able to discuss these topics confidently will show that you're the right fit for delivering high-quality advice.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you've successfully managed a portfolio or built strong client relationships. This will demonstrate your proven experience and ability to handle complex client needs.
✨Emphasise Your Soft Skills
Since this role involves building deep relationships, be ready to talk about how you nurture internal and external referral relationships. Highlight your communication skills and how you represent your previous firms with warmth and professionalism.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, their approach to client success, and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
