Financial Planner

IDEX Consulting Ltd; Brockenhurst; On-site; GBP 72,000 - 88,000; Full time

Job summary

A leading financial consultancy is seeking a Financial Advisor in Kent to inherit a substantial client book and develop new relationships. This role offers a competitive salary and the opportunity for significant earnings in the first year, supported by a skilled back-office team. Ideal for ambitious advisors looking for growth in a dynamic environment.

Qualifications

• Experience as a Financial Advisor with a proven track record.
• Ability to manage high-value client portfolios.
• Ambitious and skilled in client engagement.

Responsibilities

• Inherit a client book of circa £100 million AUM.
• Facilitate a smooth handover with a retiring Advisor.
• Develop your own client base alongside existing clients.

Skills

Client relationship building

Business growth

Financial advisory

Job description

Job Opportunity: Financial Advisor in Kent

Join IDEX Consulting Ltd in a unique opportunity to inherit a client book of circa £100 million AUM, based in Kent. Work alongside a retiring Advisor to facilitate a smooth handover over 12–18 months, enabling immediate client relationship building through warm introductions. Develop your own client base alongside existing clients.

The client book features a minimum of £250k per client, with many clients holding over £1 million in investable assets. The role is based near Tonbridge, with support from four experienced back-office specialists, allowing you to focus on client engagement and business growth.

This position offers a salary of up to circa £80,000 plus OTE exceeding £100k in the first year, along with excellent company benefits. The firm is highly regarded, investing in cutting-edge technology and AI automation to enhance efficiency.

Ideal for ambitious, skilled Financial Advisors seeking a profitable portfolio and growth opportunities.

Position Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance

Interested candidates are encouraged to contact for a confidential discussion or submit their CV for consideration.