Senior Financial Adviser - £50m AUM Portfolio in Essex

Senior Financial Adviser - £50m AUM Portfolio in Essex

Essex Full-Time No working from home possible
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IDEX Consulting Ltd is seeking an experienced Financial Adviser to take ownership of an established Colchester-based client book in East Anglia, delivering holistic financial planning and investment advice across a substantial portfolio (up to £50m AUM).

The role offers a strong support framework within a growing wealth management business, with a clear path for long-term career development and regulatory-compliant client care. Salary up to £80,000 plus bonus.

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Senior Financial Adviser - £50m AUM Portfolio in Essex 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