Financial Advisor

IDEX Consulting Ltd; Tonbridge; On-site; GBP 77,000 - 94,000; Full time

Benefits offered by this job

Excellent benefits

Job summary

IDEX Consulting Ltd. is seeking an experienced Financial Advisor in Kent to inherit and manage a long-standing client book worth around £100m AUM.

You will work with a retiring advisor to ensure a seamless handover over 12–18 months, with warm introductions and continuity for clients. You will nurture the relationship, expand the book, and leverage advanced technology and AI automation to enhance advisory efficiencies.

Qualifications

• Must have experience as a Financial Advisor in the UK market.
• Able to manage and grow a discretionary client base.
• Strong interpersonal skills to build trust with clients.

Responsibilities

• Take over an existing client book with around £100m AUM.
• Facilitate a smooth handover over 12–18 months with the retiring advisor.
• Develop new client relationships and grow assets beyond the existing book.

Skills

Client relationship management

Business development

Networking

Financial advisory

Job description

Salary - Up to circa £85,000 basic plus OTE in excess of £100k in year 1 + excellent company benefits

Are you an experienced Financial Advisor based in Kent who would be interested in inheriting a long-standing client book of circa £100 million AUM?

I have a unique opportunity where you will work alongside a retiring Advisor to facilitate the smooth handover of clients across a 12 - 18 month timeframe. This will allow you to develop strong client relationships immediately courtesy of warm introductions from the existing advisor. It also provides a continuous stream of clients across that period whilst also allowing you to develop your own additional clients too.

Minimum client size is £250k but average size much higher and there's a large number of clients well in excess of £1 million investable assets.

The client book itself is predominantly based in the Kent area with an existing office based near to Tonbridge. There are also 4 experience support specialists in the team who manage all the back office requirements to allow you to do what you do best, seeing clients and finding new ones!

You will be working for a highly regarded, experienced practice who have invested heavily in technology and are also at the forefront of AI automation to further improve efficiencies.