Wealth Planner: Client & Onboarding
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-01-15
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in Glasgow is seeking Financial Planners to join their successful personal wealth team. The role involves onboarding and serving new clients, conducting thorough assessments of financial circumstances, and designing customized financial strategies. Ideal candidates will possess excellent interpersonal skills and a client-centric approach, with opportunities for progression in a supportive, flexible working environment.
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