Chartered Financial Planner

3 weeks ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

Exceptional Opportunity for a Chartered IFA

We are seeking a highly skilled and experienced Chartered IFA to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will be responsible for providing exceptional service to our clients, delivering tailored solutions for their savings and investments, tax planning, estate planning, and pension and retirement planning needs.

About the Role

You will work closely with our existing client portfolio, building strong relationships and identifying new business opportunities. With a strong track record of success and a confident approach to winning new business, you will be an excellent fit for our team.

What We Offer

As a Chartered IFA at IDEX Consulting Ltd, you will benefit from a full administrative and paraplanning service, one of the best in the market. Our comprehensive benefits package includes employer-funded group personal pension, income protection, PMI, and an excellent holiday allowance.

Our Commitment to Diversity and Inclusion

At IDEX, we strive for an inclusive company culture where everyone feels valued and empowered to bring their authentic selves to work. We recognize the importance of diversity and are committed to driving conscious inclusion across our business, creating equitable pathways for all.


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