IFA client book

Overview

A unique opportunity has arisen within this well known IFA practice in the centre of Glasgow

We are looking for a senior planner to take over a retiring advisers clients and to help grow the business.

• Providing financial planning advice to a wide range of clients.
• Assisting in the development and achievement of annual business targets and financial budgets.
• Identifying and establishing contact with allocated client bank and prospective clients.
• Gather and analysing information required to provide financial planning advice.
• Review existing client's circumstances regularly and take appropriate action.
• Complete all administration in a timely and accurate manner with the help and support of an exceptional back office team.
• Maintaining performance standards.
• Creating and maintaining appropriate business relationships.

This is a truly exciting opportunity to help develop this business and work within this excellent financial services team.

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.

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.