IDEX Consulting Ltd is partnering with a national wealth management firm to recruit an experienced Financial Adviser in Bath. You will manage an existing client portfolio, delivering holistic financial planning and exceptional service within a Private Wealth division.
You will work with paraplanners and the support team, conduct regular reviews, stay FCA compliant, and maintain top professional standards while pursuing ongoing qualifications and development.
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Wealth Adviser with Established Client Bank in Bath 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.