Senior Financial Planner: Trusts & Client/Remote
Falkirk, Falkirk Council Area, FK1, Scotland, UK
Listed on 2026-09-21
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
IDEX Consulting Ltd is recruiting an experienced Financial Planner to manage an existing client bank across the West of Scotland. The role is predominantly field-based with flexibility to work remotely when not meeting clients, and offers excellent back-office support to enable you to focus on client relationships and holistic planning.
The candidate should have significant experience with trusts and trust planning, pensions, investments, retirement and estate planning, plus the ability to
We are looking to fill the Senior Financial Planner:
Trusts & Client Growth, Flexible/Remote position at IDEX Consulting Ltd in Scotland, United Kingdom.
As a Senior Financial Planner:
Trusts & Client Growth, Flexible/Remote, you will play an important part at IDEX Consulting Ltd in Scotland, United Kingdom.
We invite applications for the Senior Financial Planner:
Trusts & Client Growth, Flexible/Remote position located in Scotland, United Kingdom.
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