Financial Planner

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

Job summary

An established industry player is seeking an experienced Financial Advisor in Kent to inherit a substantial client portfolio valued at around £100 million AUM. This unique opportunity allows you to work alongside a retiring Advisor for a seamless transition, while also developing your own client base. With a strong support team and a commitment to leveraging technology and AI for efficiency, this role offers significant growth potential for ambitious professionals. If you are ready to take the next step in your career and manage a profitable portfolio, this is the perfect opportunity for you.

Qualifications

• Experience as a Financial Advisor with a strong client portfolio.
• Ability to manage and grow client relationships effectively.

Responsibilities

• Facilitate the smooth handover of clients from a retiring Advisor.
• Develop a personal client base while managing inherited assets.

Skills

Client Relationship Management

Financial Planning

Investment Strategies

Regulatory Compliance

Education

Relevant Financial Certification

Degree in Finance or Related Field

Tools

Financial Software

CRM Systems

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?

Opportunity Overview

1. Work alongside a retiring Advisor to facilitate a smooth handover of clients over 12-18 months.
2. Benefit from warm introductions and immediate client relationship development.
3. Develop your own client base while managing the inherited portfolio.

Client and Location Details

• Minimum client size is £250k, with many clients exceeding £1 million in investable assets.
• Primarily based in Kent, with an office near Tonbridge.
• Support team includes four experienced specialists managing back-office tasks.

Practice and Technology

Work with a highly regarded practice that invests heavily in technology and AI automation to enhance efficiency.

Candidate Profile

This is a top-tier opportunity for ambitious, skilled financial advisors seeking a profitable portfolio and growth potential.

Application Process

Confidential discussions are welcome. Submit your CV or profile, and IDEX Consulting will contact you.

Additional Information

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