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For Companies At a Glance
- Tasks: Manage a £100 million client portfolio and develop new client relationships.
- Company: Join a respected financial practice in Kent focused on innovation and client success.
- Benefits: Enjoy a supportive team, advanced technology, and opportunities for professional growth.
- Why this job: Perfect for ambitious advisors wanting to inherit a lucrative portfolio and make an impact.
- Qualifications: Experience as a Financial Advisor with a strong track record in client management.
- Other info: Confidential discussions encouraged; apply through IDEX Consulting for more opportunities.
The predicted salary is between 43200 - 72000 £ per year.
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?
Opportunity Overview
- Work alongside a retiring Advisor to facilitate a smooth handover of clients over 12-18 months.
- Benefit from warm introductions and immediate client relationship development.
- Develop your own client base while managing the inherited portfolio.
Client and Location Details
- Minimum client size is £250k, with many clients exceeding £1 million in investable assets.
- Primarily based in Kent, with an office near Tonbridge.
- Support team includes four experienced specialists managing back-office tasks.
Practice and Technology
Work with a highly regarded practice that invests heavily in technology and AI automation to enhance efficiency.
Candidate Profile
This is a top-tier opportunity for ambitious, skilled financial advisors seeking a profitable portfolio and growth potential.
Application Process
Confidential discussions are welcome. Submit your CV or profile, and IDEX Consulting will contact you.
Additional Information
Visit the IDEX Consulting Ltd website for more opportunities. Your data may be retained up to 10 years, with details available in our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
We are committed to an inclusion-first culture, promoting diversity and equitable pathways at all levels of our business.
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Financial Planner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with other financial advisors in Kent to gain insights about the local market and potential clients. Attend industry events or seminars where you can meet professionals who might have connections to the retiring advisor.
✨Tip Number 2
Familiarise yourself with the technology and AI tools used by the practice. Being knowledgeable about these systems will not only impress during discussions but also show your readiness to integrate smoothly into their operations.
✨Tip Number 3
Prepare to discuss your approach to client relationship management. Highlight your strategies for maintaining and growing a portfolio, especially one as significant as £100 million AUM, to demonstrate your capability.
✨Tip Number 4
Research the retiring advisor's client base and their investment preferences. Understanding their needs and expectations will help you tailor your conversation and show that you're genuinely interested in providing continuity and growth.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly any relevant achievements in managing large client portfolios. Emphasise your skills in client relationship management and any technology or AI tools you have used.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for inheriting a substantial client book. Mention your understanding of the importance of a smooth transition and how you plan to build on the existing relationships.
Highlight Relevant Experience: In your application, focus on your experience with high-net-worth clients and your ability to manage significant assets. Provide examples of how you've successfully developed client relationships and grown your portfolio in the past.
Showcase Your Commitment to Diversity: Given the company's commitment to diversity, equity, and inclusion, consider including a brief statement in your application about how you value these principles and how they align with your professional ethos.
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Financial Planner, you should be well-versed in financial metrics and client portfolios. Be prepared to discuss your experience with managing assets, particularly those exceeding £1 million, as this will demonstrate your capability to handle the inherited client book.
✨Showcase Relationship Management Skills
Since this role involves inheriting a long-standing client base, highlight your ability to build and maintain strong client relationships. Share examples of how you've successfully developed client trust and loyalty in previous roles.
✨Familiarise Yourself with Technology
The practice values technology and AI automation, so be ready to discuss your experience with financial planning software and tools. Mention any specific technologies you've used that could enhance efficiency in managing client portfolios.
✨Emphasise Growth Potential
This opportunity is about growth, both for you and the clients. Discuss your strategies for expanding your own client base while managing the inherited portfolio. Show that you're ambitious and have a clear vision for your future in this role.
