Financial Planner

IDEX Consulting Ltd; England; On-site; GBP 90,000 - 130,000; Full time

Job summary

IDEX Consulting Ltd. seeks an experienced Financial Advisor in Kent to inherit a top-tier client book after a retiring colleague. You will manage the handover over 12–18 months, leveraging warm introductions to build immediate client relationships while expanding your own portfolio.

The practice emphasizes technology adoption and AI automation to boost efficiency and client service. The role offers a substantial earnings potential with a base of up to £85,000 plus OTE exceeding £100k in year

Responsibilities

• Facilitate the smooth handover of clients across a 12–18 month timeframe.
• Develop strong client relationships from warm introductions by the retiring advisor.
• Grow the business by leveraging an established, profitable client portfolio.

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.

This is genuinely a top tier opportunity for an ambitious and skilled financial advisor who would benefit from a highly profitable client portfolio but who will also look to grow the business too.