Financial Advisor
Listed on 2026-08-10
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Idex 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.
- salary
- pension
- PMI
- income protection
- bonus
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.
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