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For Companies At a Glance
- Tasks: Inherit a £100 million client book and build relationships with high-value clients.
- Company: Join IDEX Consulting Ltd, a respected firm known for innovation in finance.
- Benefits: Enjoy a competitive salary, OTE over £100k, and excellent company perks.
- Why this job: Perfect for ambitious advisors wanting to grow their portfolio and skills.
- Qualifications: Mid-senior level experience in finance is essential.
- Other info: Work with a supportive team and cutting-edge technology.
The predicted salary is between 48000 - 64000 £ per year.
Job Opportunity: Financial Advisor in Kent
Join IDEX Consulting Ltd in a unique opportunity to inherit a client book of circa £100 million AUM, based in Kent. Work alongside a retiring Advisor to facilitate a smooth handover over 12–18 months, enabling immediate client relationship building through warm introductions. Develop your own client base alongside existing clients.
The client book features a minimum of £250k per client, with many clients holding over £1 million in investable assets. The role is based near Tonbridge, with support from four experienced back-office specialists, allowing you to focus on client engagement and business growth.
This position offers a salary of up to circa £80,000 plus OTE exceeding £100k in the first year, along with excellent company benefits. The firm is highly regarded, investing in cutting-edge technology and AI automation to enhance efficiency.
Ideal for ambitious, skilled Financial Advisors seeking a profitable portfolio and growth opportunities.
Position Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
Interested candidates are encouraged to contact for a confidential discussion or submit their CV for consideration.
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Financial Planner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial sector, especially those who have experience in managing high-value client portfolios. Attend industry events or local meetups in Kent to make connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and investment strategies. Being knowledgeable about cutting-edge technology and AI automation will show your potential employer that you are proactive and ready to contribute to their innovative approach.
✨Tip Number 3
Prepare to discuss your approach to client relationship management during interviews. Highlight any previous experiences where you've successfully built and maintained client relationships, particularly with high-net-worth individuals.
✨Tip Number 4
Research IDEX Consulting Ltd thoroughly. Understand their values, culture, and the specifics of the client book you'll be inheriting. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Planner at IDEX Consulting Ltd. Familiarise yourself with the client book and the importance of client relationship building.
Tailor Your CV: Craft your CV to highlight relevant experience in financial planning and client management. Emphasise any previous roles where you've successfully built client relationships or managed significant assets.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention your ambition and how your skills align with the opportunity to inherit a substantial client book and grow your own portfolio.
Highlight Your Achievements: In both your CV and cover letter, include specific examples of your achievements in financial advising. Quantify your successes where possible, such as the amount of assets managed or growth in client portfolios.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and investment strategies. Brush up on key figures related to asset management and be prepared to discuss how you would manage a client book of this size.
✨Demonstrate Relationship-Building Skills
Since this role involves inheriting a client book, showcasing your ability to build and maintain relationships is essential. Prepare examples of how you've successfully engaged with clients in the past and how you plan to foster these relationships moving forward.
✨Familiarise Yourself with Technology
The firm prides itself on using cutting-edge technology and AI automation. Be ready to discuss your experience with financial software and how you can leverage technology to enhance client engagement and streamline processes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential challenges you might face with high-net-worth clients and how you would address them effectively.
