Financial Planner: Grow Client Wealth & Strategy (Flexible)

Company: IDEX Consulting
Apply for the Financial Planner: Grow Client Wealth & Strategy (Flexible)
Location: Glasgow
Job Description:

A leading financial services firm in Glasgow is seeking a Financial Planner to join their personal wealth team. You will be responsible for onboarding and serving new clients, conducting assessments of their financial circumstances, and providing tailored financial strategies. The ideal candidate should have excellent communication skills, technical knowledge, and the ability to work collaboratively in a team. This role offers opportunities for progression and supports flexible working patterns.#J-18808-Ljbffr…

Posted: July 11th, 2026