Wealth Advisor: Established Portfolio & Growth Path in Birmingham

Wealth Advisor: Established Portfolio & Growth Path in Birmingham

Birmingham Full-Time No working from home possible
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IDEX Consulting Ltd in Birmingham is partnering with a growing wealth management business to appoint an experienced Financial Adviser to join an established team with an existing client portfolio from day one.

The role focuses on holistic financial planning, long-term relationships, and opportunities to grow your own client bank, supported by paraplanning and administration teams and a clear path toward Chartered status.

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Wealth Advisor: Established Portfolio & Growth Path in Birmingham 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