Senior Financial Advisor: Inherited Book + AI Tools in Arundel

Senior Financial Advisor: Inherited Book + AI Tools in Arundel

Arundel Full-Time On-site
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IDEX Consulting Ltd. is seeking an experienced Financial Advisor in West Sussex to accelerate your advisory career. You will join a well-established practice with a large, loyal client base and access to the latest technology and AI support.

You will inherit clients with circa £50 million AUM and over £300k in fee income, with admin and paraplanning support and a flexible, autonomous work pattern designed to promote work-life balance. Regional leadership will back your development.

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Senior Financial Advisor: Inherited Book + AI Tools in Arundel employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team