Financial Adviser (Glasgow) established client bank
other jobs IDEX Consulting Ltd
Added before 3 Days
- Scotland,Glasgow City
- Full Time, Permanent
- £75,000 - £90,000 per annum
Job Description:
Full job description
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 £90,000
*Lucrative 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
#FinancialPlanner #IFA #WealthManagement #FinancialServices #GlasgowJobs #FinancialPlanning #HNWClients #WealthManager #FinancialAdviser
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.
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 £90,000
*Lucrative 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
#FinancialPlanner #IFA #WealthManagement #FinancialServices #GlasgowJobs #FinancialPlanning #HNWClients #WealthManager #FinancialAdviser
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.
Job number 3820825
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Company Details:
IDEX Consulting Ltd
Company size: 20–49 employees
Industry: Recruitment Consultancy
’Taking Pride in Making You Successful’IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy special...