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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