Senior Financial Advisor - Inherit £20m Book + Warm Leads in Coventry

Senior Financial Advisor - Inherit £20m Book + Warm Leads in Coventry

Coventry Full-Time On-site
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IDEX Consulting Ltd. in Coventry is seeking an experienced Financial Adviser to join its independent wealth management team. You will inherit an established £20m client book and benefit from warm leads and referrals, with the freedom to grow within a supportive, non-corporate culture.

You’ll provide holistic, independent financial advice, manage relationships, and build on existing connections while collaborating with a strong support function and flexible/hybrid working pattern.

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Senior Financial Advisor - Inherit £20m Book + Warm Leads in Coventry 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