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Financial Planner: Client Wealth & Strategy
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2025-11-26
Listing for:
IDEX Consulting
Part Time
position Listed on 2025-11-26
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
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.
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