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Senior IFA

1 month ago

Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time
My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from one of the retiring advisers with the plan for you to lead the practice the following year.What's on offer:
  • Excellent basic Salary
  • Generous bonus scheme following salary validation (1st year 25% of all new business)
  • Existing AUM transferred to the business will be well rewarded
  • Full back office support including Paraplanner, Admin support and a Client liaison (PA) will allow you to truly focus on existing clients and growing the customer base
    If you are an experienced IFA and are keen to explore the role further, please apply more details.

    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.

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