Senior Financial Planner: Trusts & Client/Remote
Ayr, South Ayrshire, KA7, Scotland, UK
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth 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
Step into the Senior Financial Planner:
Trusts & Client Growth, Flexible/Remote role at IDEX Consulting Ltd in Scotland, United Kingdom and grow with us.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 72.000 - 88.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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