Senior Financial Advisor: Inherited Book + AI Tools

IDEX Consulting Ltd.; Arundel; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

IDEX Consulting Ltd. is seeking an experienced Financial Advisor in West Sussex to accelerate your advisory career. You will join a well-established practice with a large, loyal client base and access to the latest technology and AI support.

You will inherit clients with circa £50 million AUM and over £300k in fee income, with admin and paraplanning support and a flexible, autonomous work pattern designed to promote work-life balance. Regional leadership will back your development.

Qualifications

• Broad product knowledge across Investments, Pensions, Protection, IHT and trusts.
• Experience in advisory role with established clients preferred.
• Ability to work flexibly with admin and paraplanning support.
• Strong track record in financial advice in West Sussex area.

Responsibilities

• Provide high-quality financial advice to client base in West Sussex.
• Leverage admin and paraplanning support to focus on core advisory work.
• Collaborate with Regional Director to maximise client outcomes.

Skills

Investments knowledge

Pensions knowledge

Protection knowledge

IHT & trusts knowledge

Education

Level 6 qualification pathway

Job description

IDEX Consulting Ltd. is seeking an experienced Financial Advisor in West Sussex to accelerate your advisory career. You will join a well-established practice with a large, loyal client base and access to the latest technology and AI support.

You will inherit clients with circa £50 million AUM and over £300k in fee income, with admin and paraplanning support and a flexible, autonomous work pattern designed to promote work-life balance. Regional leadership will back your development.