IDEX Consulting Ltd
Financial Planner
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Financial Planner
Kent – Tunbridge Wells / Tonbridge / Sevenoaks / Maidstone region
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.
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- Minimum client size is £250k but average size much higher
- 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 experienced 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!
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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.
Please contact me confidentially for a no obligation discussion or submit your resume/cv/profile and I will contact you.
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