IDEX Consulting Ltd. is seeking an experienced Financial Advisor in Kent to inherit and manage a long-standing client book worth around £100m AUM.
You will work with a retiring advisor to ensure a seamless handover over 12–18 months, with warm introductions and continuity for clients. You will nurture the relationship, expand the book, and leverage advanced technology and AI automation to enhance advisory efficiencies.
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Senior Financial Advisor: Inherit £100M Book + AI Tools in Tonbridge 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.
