Financial Planner

ZipRecruiter; Royal Tunbridge Wells; On-site; GBP 50,000 - 90,000; Full time

Job summary

A leading financial practice in Kent is seeking an experienced Financial Advisor to inherit a significant client book valued at approximately £100 million AUM. This role allows for immediate engagement with high-net-worth clients, supported by an experienced team. Ideal for an ambitious advisor aiming to enhance their practice with cutting-edge technology and AI innovations.

Qualifications

• Experienced Financial Advisor based in Kent.
• Capacity to manage high-value clients with minimum client size of £250k.
• Ability to facilitate client handover and build new client relationships.

Responsibilities

• Inherit a client book of circa £100 million AUM.
• Work alongside a retiring Advisor for smooth client transition.
• Focus on client meetings and business development.

Skills

Client Relationship Management

Business Development

Financial Advisory Services

Knowledge of AI Automation

Job description

Job Description

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 during that period, while also allowing you to develop your own additional clients.

Minimum client size is £250k, but the average size is much higher, with many clients well in excess of £1 million in investable assets. The client book is predominantly based in the Kent area, with an existing office near Tonbridge. There are also four experienced support specialists in the team who manage all back-office requirements, enabling you to focus on client meetings and business development.

You will be working for a highly regarded, experienced practice that has invested heavily in technology and is at the forefront of AI automation to further improve efficiencies. This is a top-tier opportunity for an ambitious and skilled financial advisor who would benefit from a highly profitable client portfolio but also seeks to grow the business further.

Please contact me confidentially for a no-obligation discussion or submit your resume/CV/profile, and I will contact you.

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At IDEX, we strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at every level of our business requires continuous and measurable effort. We are committed to fostering awareness and creating equitable pathways across our organization.