Senior Financial Planner: Inherit £100M AUM Book in Kent
IDEX Consulting
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Job summary
IDEX Consulting is partnering with a leading Kent-based financial advisory practice to offer an exceptional opportunity for an experienced Financial Advisor to inherit a high-value client book and oversee a structured handover over 12–18 months.
With a portfolio predominantly in the South East and assets well north of £100m AUM, the role provides warm introductions, immediate client relationships, and a strong platform including experienced support staff and AI-enabled tech to drive efficiency
Job description
IDEX Consulting is partnering with a leading Kent-based financial advisory practice to offer an exceptional opportunity for an experienced Financial Advisor to inherit a high-value client book and oversee a structured handover over 12–18 months.
With a portfolio predominantly in the South East and assets well north of £100m AUM, the role provides warm introductions, immediate client relationships, and a strong platform including experienced support staff and AI-enabled tech to drive efficiency
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