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Senior Financial Planner: Inherit HNW Client Bank

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant, 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 grow an established portfolio of high-net-worth clients. This role offers a competitive salary of up to £90,000 along with a lucrative bonus scheme.

You’ll benefit from full paraplanning, administration, and compliance support. We are looking for advisers with a strong track record in financial planning and the ability to deliver exceptional client service.

This is a unique opportunity that combines security, earning potential, and an exceptional client proposition with a respected wealth management firm.

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Position Requirements
10+ Years work experience
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