IFA with Client book

Idex have partnered with a very established IFA practice with a base in East Kilbride who are looking for a Financial Adviser who will deliver high-quality financial planning to their clients.

This role offers:

• A warm pipeline and a ready-made portfolio of clients and prospects through the firm's professional services divisions
• The autonomy and flexibility of hybrid working
• Exceptional earnings potential with an excellent commission scheme
• A culture built on independence, integrity, and long-term client success

You’ll build deep relationships, deliver bespoke advice, and add genuine value to clients with complex needs supported by a modern, collaborative firm known for its premium service.

What You’ll Do

• Deliver high-quality, fully independent financial planning
• Manage and develop a portfolio
• Work closely with internal teams
• Provide holistic advice across investments, pensions, retirement planning, estate planning, protection, and sophisticated tax-efficient strategies
• Maintain high standards of compliance, governance, and professional care
• Represent the firm with warmth, credibility, and professionalism at all times

About You

• Diploma qualified financial adviser
• CAS/SPS in place and fully competent to advise
• Proven experience delivering regulated financial planning to complex clients
• Skilled at nurturing internal and external referral relationships
• Self-motivated, proactive, and committed to excellence

What’s on Offer

• Exceptional OTE with an attractive, transparent bonus structure
• Hybrid working
• Warm client opportunities from the firm's established professional services channels
• A supportive, collaborative, and ambitious environment

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