Wealth Advisor – Established Client Bank; Hybrid
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to manage an established client portfolio within a national wealth management firm, delivering holistic financial planning from an existing client bank in a hybrid working setup.
The role focuses on building long-term client relationships, delivering high-quality advice, and maintaining excellent service with support from an experienced paraplanning team and a comprehensive induction programme.
We have an opening for a Wealth Advisor – Established Client Bank (Hybrid, Glasgow) in Glasgow, Scotland, United Kingdom within Finance.
We appreciate your interest in this position.
Join IDEX Consulting Ltd and contribute to our ongoing work.
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This posting is for the Wealth Advisor – Established Client Bank (Hybrid, Glasgow) role at IDEX Consulting Ltd, based in Glasgow, Scotland, United Kingdom.
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