Senior IFA: Inherit £50m UHNW Portfolio | Hybrid, Glasgow

IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio. This is a genuine progression opportunity within a Chartered Financial Planning firm, offering direct client relationships and a fully-supported environment with strong back-office resources.

The role requires a track record with UHNW clients and defined benefit transfer experience, with Chartered status or active progression toward it.

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