At a Glance
- Tasks: Manage a substantial client portfolio and provide expert financial planning advice.
- Company: Join a top Chartered Financial Planning firm with a supportive team culture.
- Benefits: Competitive salary, pension, private medical insurance, income protection, and bonuses.
- Other info: Flexible working options available in a diverse and inclusive workplace.
- Why this job: Inherit a £50m client portfolio and grow your career in a high-performing environment.
- Qualifications: Experience with UHNW clients and comprehensive financial planning knowledge required.
Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial 50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100.The practice offers a fully-supported environment with strong back office resources and a collaborative team culture. Join a high-performing, mutually-supportive team backed by excellent operational supportCompetitive package including salary, pension, PMI, income protection and bonus Glasgow-based, hybrid working. Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected. Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways. Financial ServicesJob type: Flexible / Work From Home
Independent Financial Adviser - Financial Planning in Glasgow employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
