Senior Financial Advisor: Inherit £100M Book + AI Tools

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

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.