At a Glance
- Tasks: Manage a £100 million client portfolio and build strong relationships with high-value clients.
- Company: IDEX Consulting Ltd, a forward-thinking financial advisory firm in Kent.
- Benefits: Competitive salary, support from specialists, and AI-driven tools for efficiency.
- Other info: Enjoy a supportive team environment with opportunities for professional growth.
- Why this job: Inherit a substantial client book and make a real impact in financial planning.
- Qualifications: Proven experience as a Financial Advisor and strong relationship-building skills.
The predicted salary is between 54000 - 66000 £ per year.
IDEX Consulting Ltd in Kent seeks an experienced Financial Advisor to inherit a long-standing client book of circa £100 million AUM, with a 12-18 month handover from a retiring advisor. You will benefit from warm introductions and a steady onboarding flow as you establish relationships with high-value clients.
You will work with four support specialists handling back-office tasks, in an office near Tonbridge, leveraging AI-driven efficiencies to grow the business while delivering exceptional service.
Senior Financial Planner Inherit £100M AUM, AI Growth employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
