Chartered Adviser

2 weeks ago


Glasgow, Glasgow City, United Kingdom Idex Full time
Excellent interpersonal and communication skills, confidence with clients and high levels of technical knowledge are requisites.


A strong networker who feels comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base.


While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients.

As a growing business the role has scope for progression in the future. We support flexible working patterns.

Accountabilities:

  • Upholding our values and culture of client centricity at all times.
  • Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
  • Actively seeking to onboard new clients
  • Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
  • Contacting clients and setting up meetings, either online, within an office environment or in clients' homes or business premises
  • Conducting indepth assessments of clients' financial circumstances, current provision and future aims
  • Completing investment risk analyses using attitude to investment risk questionnaires
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Analysing information and preparing plans best suited to individual clients' requirements
  • Designing financial strategies
  • Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided
  • Promoting and recommending financial products and services to meet given or negotiated sales targets
  • Keeping up to date with financial products and legislation
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Reviewing and responding to clients changing needs and financial circumstances
Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


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.

  • Glasgow, Glasgow City, United Kingdom Idex Full time

    This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional...


  • Glasgow, Glasgow City, United Kingdom Consilium Chartered Accountants Full time

    The roleWorking within our busy administration team, you will be responsible for providing essential administrative support, managing office tasks, and assisting with office activities to ensure the smooth and efficient operation of the firm.On the job training will be provided. Support will also be offered to complete relevant qualifications if...


  • Glasgow, Glasgow City, United Kingdom Valuation Office Agency Full time

    Details:Reference number:Salary:- £42,840 National Minimum £42,840 or £44,714 if 2 years Post Qualification ExperienceJob grade: Senior Executive OfficerContract type: PermanentBusiness area: VOA Surveyor Caseworkers Chief Valuer Group District Valuer ServicesType of role:Property SurveyingWorking pattern: Flexible working, Fulltime, Job share,...


  • Glasgow, Glasgow City, United Kingdom RSM Full time

    As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to...


  • Glasgow, Glasgow City, United Kingdom Meraki Talent Limited Full time

    Independent Financial AdvisorCompetitive SalaryPermanentGlasgow Meraki Talent's client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Independent Financial AdvisorBuild links with...

  • Consultant

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom S2 Partnership Full time

    *Please note, this opportunity is NOT open to recruiters.It should be noted that S2 Partnership is currently unable to support applicants who require sponsorship to remain in the UK, as we do not hold a sponsorship licence at this time.Our CompanyJoin the S2 Partnership to be part of the thriving real-estate sector. Delivering market-leading software and...


  • Glasgow, Glasgow City, United Kingdom Barclays Full time

    Legal Counsel - Mortgages Lawyer As a Barclays Legal Counsel - Mortgages Lawyer, you will work with existing members of the Barclays UK (BUK) Legal team to provide assistance and legal advice on all aspects of Barclays' current and proposed product offerings in the BUK Secured Borrowing business, as well as to help businesses across the Barclays group in...


  • Glasgow, Glasgow City, United Kingdom TN United Kingdom Full time

    My client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team. A large amount of the job...

  • Legal Counsel

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Barclays UK Full time

    Glasgow As a Barclays Legal Counsel - Mortgages Lawyer, you will work with existing members of the Barclays UK (BUK) Legal team to provide assistance and legal advice on all aspects of Barclays' current and proposed product offerings in the BUK Secured Borrowing business, as well as to help businesses across the Barclays group in connection with secured...

  • Senior Associate, Tax

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Dentons Full time

    PQE: 5 years + Term: Permanent Working hours: Fulltime Reports to: Partner Practice group: Tax Location:Glasgow/EdinburghPurpose of roleDentons UK tax practice is a multi-disciplinary transactional team that fully understands how tax law meshes and underpins other areas of the law corporate, real estate and litigation, to name a few and how this knowledge...


  • Glasgow, Glasgow City, United Kingdom meraki talent ltd Full time

    Independent Financial AdvisorMaximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Competitive SalaryPermanentGlasgowMeraki Talent's client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is...

  • Consultant

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom S2 Partnership Full time

    *Please note, this opportunity is NOT open to recruiters.It should be noted that S2 Partnership is currently unable to support applicants who require sponsorship to remain in the UK, as we do not hold a sponsorship licence at this time.Our CompanyJoin the S2 Partnership to be part of the thriving real-estate sector. Delivering market-leading software and...

  • Audit Assistant

    1 week ago


    Glasgow, Glasgow City, United Kingdom RSM Full time

    At RSM we are committed to helping you develop your career and encourage existing employees to apply for internal vacancies. Please speak with your line manager and notify them of your intention. External audit - get the career you want at RSMOur external audit graduate apprenticeship programme will give you all the skills and support you need to unlock a...


  • Glasgow, Glasgow City, United Kingdom Johnston Carmichael Full time

    We are looking to recruit a Business Advisory Assistant Manager /Manager. We are flexible on location between our Edinburgh, Stirling and Glasgow offices. As a Business Advisory Assistant Manager Manager you will manage the effective completion and delivery of Business Advisory work for your portfolio of clients. The successful candidate will be...

  • Teacher

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom East Dunbartonshire Council Full time

    Job Requirement Please note that salary will be pro-rated for part-time hours. Work pattern - 14 hours per week on a Monday and Tuesday. WE RECOMMEND THAT YOU SUBMIT YOUR APPLICATION NO LATER THAN 21.00 HOURS ON THE CLOSING DATE Please note you will be asked to provide the names of two referees when you apply for this post, these are not required ...


  • Glasgow, Glasgow City, United Kingdom SimplyBiz Full time

    We are Scotland's premier provider of compliance and business support services to directly authorised financial advisers.We're looking for an Advice Quality Consultant to complete desk-based file reviews and related project work and analysis. Specifically, we are looking for file or case reviewers with experience of technical areas, including defined benefit...


  • Glasgow, Glasgow City, United Kingdom Taylor Rose Recruitment Full time

    Are you an ACA and/or CTA Qualified Corporate Tax professional with aspirations for equity Partnership?Tax Specialists Taylor Rose Recruitment have been instructed on a rare Corporate Director/ Partner opportunity on behalf of a highly reputable firm of Chartered Accountants in Glasgow.This could suit an ambitious Corporate Tax Senior Manager looking to fast...

  • Audit Senior

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Consiliumca Full time

    Consilium Chartered Accountants is an independent firm of accountants providing Accounting, Audit, Corporate Finance, Tax, Payroll and Cloud Accounting services. We work with small and medium-sized businesses across Scotland and the UK in multiple industries and sectors. Due to significant growth in our audit portfolio, we are on the lookout for a...

  • Head of People

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Meraki Full time

    Head of PeoplePermanent, Full-timeGlasgowc.£80,000 DOEMeraki Talent is engaged with a reputable financial services company to appoint a professional and polished Head of People to their Human Resources team. This is a full-time, permanent opportunity based in Glasgow City Centre and offers a salary of c.£80,000 DOE.Our client is seeking an experienced Head...

  • Account Handler

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Morgan Philips Specialist Recruitment Full time

    Our client is looking for a Commercial Account Handler to join their established team in the city core. You will be expected to deliver great service to their clients, achieve ideal retention rates, and drive for expansion where appropriate. This position is within their client's Retail Broking Division, which provides large corporations and multinationals...