Private Wealth Advisor

4 weeks ago


London, Greater London, United Kingdom IDEX Consulting Ltd Full time
Position Overview

IDEX Consulting Ltd is seeking a skilled and knowledgeable Private Wealth Advisor to enhance our esteemed team.

Role Highlights:

In this essential position, you will contribute significantly to the ongoing achievements of our organization. Your primary responsibility will be to deliver specialized guidance on UK tax strategies for a select group of clients, including both international and domestic Ultra High Net Worth (UHNW) individuals, families, and their associated family offices.

Ideal Candidate Profile:

  • Mid-level experience as a legal or financial professional
  • A solid history of providing counsel to UHNW clients and families regarding UK tax strategies
  • Comprehensive understanding of pertinent UK tax laws and regulations
  • Exceptional communication and interpersonal abilities to foster strong client connections
  • Capability to operate autonomously as well as collaboratively within a fast-paced team environment

This role offers a unique opportunity to:

  • Utilize your expertise within a prestigious consulting firm
  • Engage with leading professionals and advisors
  • Tackle complex and multifaceted issues with a global perspective
  • Be part of a nurturing and cooperative team atmosphere

If you possess the skills and ambition to excel in wealth management, we invite you to consider this opportunity.



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