Senior Financial Advisor – Inherit £20m Book + Warm Leads

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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