At a Glance
- Tasks: Inherit and develop a portfolio of high-net-worth clients while delivering exceptional financial advice.
- Company: Highly respected wealth management firm with a strong market reputation.
- Benefits: Salary up to £90,000, lucrative bonuses, and full support for paraplanning and compliance.
- Why this job: Join a secure role with excellent earning potential and a substantial client base.
- Qualifications: Proven experience in financial planning and a track record of high-quality advice.
The predicted salary is between 54000 - 66000 £ per year.
Financial Planner | Glasgow 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 90,000Lucrative 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.
Please feel free to get in touch directly alison. macmillan@idexcounsulting. com#Financial Planner #IFA #Wealth Management #Financial Services #Glasgow Jobs #Financial Planning #HNWClients #Wealth Manager #Financial Adviser Visit the IDEX Consulting Ltd website for further opportunities.
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Discipline(s): Financial Services Job type: Permanent
Financial Adviser (Glasgow) established client bank employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
