Succession-Ready Financial Advisor: Inherit Client Portfolio

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

Benefits offered by this job

Car allowance

Flexible benefits pot

Bonus on new business

Asset transfer bonus

Hybrid work model

Job summary

IDEX Consulting Ltd in the United Kingdom seeks an Experienced Financial Planner to take over an established client portfolio as part of a structured succession. You will work closely with the current principal to ensure a smooth handover and long-term continuity.

The role offers hybrid working, progression within a growing national firm, and a reward package including a 35% bonus on new business in Year 1, plus performance bonuses, a £4,200 car allowance and a 5% flexible benefits pot.

Qualifications

• Experienced Financial Planner with a strong track record.
• Ideally managing or capable of introducing a client bank (£10m AUM+).
• Professional, credible and confident in managing succession transitions.

Responsibilities

• Manage and transition an existing client portfolio.
• Deliver holistic, high-quality financial planning advice.
• Build trusted client relationships during the succession period.
• Identify and develop new business opportunities.

Skills

Financial planning

Relationship management

Client onboarding

Succession transition

Education

Chartered status (or working towards)

Job description

IDEX Consulting Ltd in the United Kingdom seeks an Experienced Financial Planner to take over an established client portfolio as part of a structured succession. You will work closely with the current principal to ensure a smooth handover and long-term continuity.

The role offers hybrid working, progression within a growing national firm, and a reward package including a 35% bonus on new business in Year 1, plus performance bonuses, a £4,200 car allowance and a 5% flexible benefits pot.