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Chartered Financial Planner - Glasgow or Edinburgh

  • Salary: £65000.00 - £95000.00 per annum + Excellent benefits package
  • Location: Glasgow
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    06 Oct 2020
  • Job reference: 34656


Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Chartered IFA to join their team in either Glasgow or Edinburgh.


You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, DB Pension advice, Estate Planning and Pension and Retirement Planning.


You will work with the business's existing client portfolio whilst continuing to deal with your own connections.
You'll have a strong track record be confident of winning new business and will have existing relationships with introducers to help you with business development.


They would provide a safe home to your existing clients and their increasing brand and reputation would enable you to grow your business effectively.


You will receive a full administrative and paraplanning service which is one of the best in the market.
Benefits include employer funded group personal pension, Income Protection, PMI and an excellent holiday allowance.


Full package and commission will be based on current business levels.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.

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