Chartered Financial Adviser – High‑Net‑Worth London Portfolio

Chartered Financial Adviser – High‑Net‑Worth London Portfolio

Full-Time On-site
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IDEX Consulting Ltd. in London seeks a Chartered Financial Adviser to join a well-established, client-facing team and manage an existing portfolio with high-net-worth clients.

Deliver independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning; nurture relationships; and identify new opportunities through reviews and referrals. You will work with a dedicated paraplanning and admin support, enjoy hybrid working, access to leading technology and training, and

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Chartered Financial Adviser – High‑Net‑Worth London Portfolio 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