Private-Client IFA: Holistic Financial Planning & Growth in Liverpool

Private-Client IFA: Holistic Financial Planning & Growth in Liverpool

Liverpool Full-Time No working from home possible
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IDEX Consulting Ltd is recruiting an experienced Independent Financial Advisor to join a growing private-client team in the North West, with offices in Manchester and Liverpool.

You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement planning; working with the existing client portfolio whilst growing new business via networking, research and marketing.

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Private-Client IFA: Holistic Financial Planning & Growth in Liverpool 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