Financial Planner Glasgow
Opportunities like this are incredibly rare.
Due to the planned retirement of a long-standing adviser, a highly respected wealth management firm is looking to appoint an experienced Financial Planner to inherit and develop an established portfolio of high-net-worth clients. This isn't a role where you're starting from scratch.
You’ll be given responsibility for a substantial client bank built over many years, allowing you to focus on what you do best – delivering exceptional advice and building long-term client relationships.
What's on offer:
* Salary up to £90,000
* Lucrative bonus scheme
* Established HNW client bank to inherit
* Full paraplanning, administration and compliance support
* Excellent reputation within the market
This is a long-term career opportunity with a highly respected business.
We're keen to speak with advisers who have a number of years' experience and a proven track record of delivering high-quality financial planning advice.
If you're looking for a role that combines security, earning potential and an exceptional client proposition, I'd be delighted to have a confidential conversation.
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.
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