IDEX Consulting are representing a leading legal and wealth management practice in the East Midlands, who are searching for an experienced Independent Financial Adviser to join their team in Stamford.
Our client is committed to providing a comprehensive range of services and delivering first-class, client-focused and trusted advice to individuals and businesses across the East Midlands and Lincolnshire regions.
You will inherit an existing client portfolio worth c. £10M FUM and be tasked to grow the opportunity to advise new clients by working collaboratively with legal counterparts. The ideal candidate therefore will be experienced in providing Pensions and Investments advice to individuals, whilst seeking out opportunities to consult with new via professional connections, personal network and introducers.
Responsibilities
What we're searching for
What's in it for you
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