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Financial Advisor Financial Consultant

Senior Technical Wealth Advisor Trusts & IHT

Job in Leicester, Leicestershire, LE1, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial consultancy in the UK seeks a Technical Advice Specialist to support financial advisers with complex cases and deliver tailored client solutions. This role requires a strong background in wealth management and relevant qualifications. The ideal candidate will provide expertise on trusts and enhanced tax planning while collaborating with internal teams and external partners. They will also contribute to company practices and uphold professional standards in a supportive team environment.
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Position Requirements
10+ Years work experience
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