IFA

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.

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.

If this resonates, reach out to IDEX Consulting to explore further.

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Our Diversity, Equity and Inclusion Mission 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.

Discipline(s):
Financial Services Job type:
Flexible / Work From Home