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Senior Wealth Advisor: HNW Clients, Flexible & AI‑Supported

Job in Liverpool, Merseyside, L1, England, UK
Listing for: IDEX Consulting Ltd
Part Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below

IDEX Consulting Ltd in Kent is seeking an experienced Financial Advisor (restricted or whole of the market) to join an established practice and inherit a large base of high-net-worth clients. The role offers full admin and paraplanning support with up-to-date technology and AI tools to let you focus on delivering tailored financial advice.

Level 6 qualification is preferred or on the pathway to achieve; broad product knowledge across investments, pensions, protection, IHT and trusts is valued.

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Position Requirements
10+ Years work experience
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