IDEX Consulting is seeking an experienced Financial Planner to take over an established client portfolio and provide high-quality financial planning advice in Fareham, England. This role offers a unique succession opportunity with a bonus structure and hybrid working model, along with support during transition periods. The ideal candidate should have experience in wealth management, ideally managing a client bank of over £10m AUM. This position aims to ensure long-term career stability and progression within a reputable national firm.
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