IFA
other jobs IDEX Consulting Ltd
Added before 6 Days
- Scotland,Glasgow City
- Full Time, Permanent
- £75,000 - £90,000 per annum
Job Description:
Full job descriptionIdex 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.
What makes this stand out:
Inherit an established £50m portfolio with direct client relationships.
Join a high-performing, mutually-supportive team backed by excellent operational support
Competitive package including salary, pension, PMI, income protection and bonus Glasgow-based, hybrid working.
Realistic commitment to an eighteen-month transition window required.
Chartered status or actively working towards it essential.
Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected.
If this resonates, reach out to IDEX Consulting to explore further.
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.
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.
What makes this stand out:
Inherit an established £50m portfolio with direct client relationships.
Join a high-performing, mutually-supportive team backed by excellent operational support
Competitive package including salary, pension, PMI, income protection and bonus Glasgow-based, hybrid working.
Realistic commitment to an eighteen-month transition window required.
Chartered status or actively working towards it essential.
Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected.
If this resonates, reach out to IDEX Consulting to explore further.
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 4018158
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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...