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IFA

IDEX Consulting Ltd
Posted a day ago, valid for 11 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An award-winning Financial Planning Firm is seeking a Chartered IFA to provide high-quality services in Savings and Investments, Tax Planning, Estate Planning, and Pension and Retirement Planning.
  • The role involves managing an existing client portfolio while also developing new business through personal connections and introducers.
  • Candidates should have a strong track record and confidence in winning new business, along with existing relationships to aid in business development.
  • The position offers a full administrative and paraplanning service, along with benefits such as an employer-funded group personal pension, Income Protection, PMI, and a generous holiday allowance.
  • The firm promotes a diverse and inclusive workplace, seeking to create equitable pathways for all employees.

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

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.