IDEX Consulting Ltd

Our client is a well-established, growing wealth management business with a strong presence across East Anglia. The firm provides comprehensive financial planning and wealth management advice to a broad client base, with a focus on delivering long-term, high-quality advice and building lasting client relationships. As part of the firm's continued growth, they are now looking to appoint an experienced Financial Adviser to take responsibility for an established client book. The Opportunity This is an excellent opportunity for an experienced Adviser to step into an established role with a significant client portfolio and the support of a wider professional team. You will take ownership of an existing client book of up to £50m AUM , developing and maintaining relationships while identifying opportunities to provide ongoing, holistic financial planning advice. The role will suit an Adviser who enjoys managing established client relationships and is looking for the...