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Financial Planning Professional

1 month ago

Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time
About the Role

We are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.


Key Responsibilities:
  • Manage a client portfolio and generate new business opportunities
  • Develop and maintain relationships with external professional connections to drive additional business growth
  • Deliver expert independent advice to designated clients and ensure compliance with regulatory requirements
  • Maintain 'fit and proper' status through continuous professional development and adhere to company policies and processes

Requirements

To be successful in this role, you will need to possess:

  • CAS certification or be working towards it
  • A Level 4 diploma in a relevant field
  • Experience using Microsoft Word, Excel, and databases
  • A desire to succeed as a Financial Planner

The ideal candidate will have some paraplanning experience and be able to complete templated reports efficiently.


About the Company

IDEX Consulting is a growing financial planning firm based in Glasgow and Edinburgh, offering a hybrid working environment. We are committed to delivering exceptional client service and are looking for like-minded professionals to join our team.


Estimated Salary

£40,000 - £60,000 per annum (dependent on experience)