At a Glance
- Tasks: Inherit a £100 million client book and build strong relationships with clients.
- Company: Highly regarded financial practice with a focus on technology and AI automation.
- Benefits: Access to a profitable client portfolio and support from experienced specialists.
- Other info: Confidential discussions available; commitment to diversity and inclusion.
- Why this job: Join a top-tier opportunity to grow your career and client base in finance.
- Qualifications: Experience as a Financial Advisor with a passion for client relationship building.
The predicted salary is between 54000 - 66000 £ 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?
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
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.
Minimum client size is £250k but average size much higher and there's a 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 experience 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!
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.
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. xgikmsk We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Financial Planner employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tap into Campus Networks
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We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd Careers.
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How to prepare for a job interview at IDEX Consulting Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd Careers.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
