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Senior IFA, clients provided (Glasgow)

Job description

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

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

You will work with the business's existing client portfolio and working to increase your own client bank.

You'll have a strong track record be confident of winning new business and will have the ability to develop relationships with introducers.

They would provide a safe home to your existing clients if you already have a client bank 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.

They offer a highly competitive salary package and bonus scheme.

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.