IDEX Consulting Ltd
Financial Advisor
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Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow.
This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100.
The practice offers a fully-supported environment with strong back office resources and a collaborative team culture.
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What makes this stand out:
- Inherit an established £50m portfolio with direct client relationships.
- Join a high-performing, mutually-supportive team backed by excellent operational support.
- Competitive package including salary, pension, PMI, income protection and bonus.
- Glasgow-based, hybrid working.
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Realistic commitment to an eighteen-month transition window required.
Chartered status or actively working towards it essential.
- Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected.
If this resonates, reach out to IDEX Consulting to explore further.
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