Wealth Advisor – Established Client Bank (Hybrid, Glasgow)

IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to manage an established client portfolio within a national wealth management firm, delivering holistic financial planning from an existing client bank in a hybrid working setup.

The role focuses on building long-term client relationships, delivering high-quality advice, and maintaining excellent service with support from an experienced paraplanning team and a comprehensive induction programme.

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