Senior Financial Planner: Inherit £100M AUM Book in Kent

Senior Financial Planner: Inherit £100M AUM Book in Kent

Full-Time No working from home possible
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IDEX Consulting is partnering with a leading Kent-based financial advisory practice to offer an exceptional opportunity for an experienced Financial Advisor to inherit a high-value client book and oversee a structured handover over 12–18 months.

With a portfolio predominantly in the South East and assets well north of £100m AUM, the role provides warm introductions, immediate client relationships, and a strong platform including experienced support staff and AI-enabled tech to drive efficiency

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Senior Financial Planner: Inherit £100M AUM Book in Kent employer: Idex Consulting

Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.

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Contact Details:

Idex Consulting Recruitment Team