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Senior Financial Planner: Inherit Elite HNW Client Bank

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 90000 GBP Yearly GBP 90000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd is seeking an experienced Financial Planner in Glasgow to inherit and develop a portfolio of high-net-worth clients. You will focus on delivering exceptional advice and maintaining long-term client relationships.

The role offers a salary of up to £90,000, full support in paraplanning, administration, and compliance, and the chance to work with a highly respected firm known for its reputation in the market.

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Position Requirements
10+ Years work experience
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