Are you an experienced Financial Advisor based in Kent who would be interested in inheriting a long-standing client book of circa £100 million AUM?
Opportunity Overview
1. Work alongside a retiring Advisor to facilitate a smooth handover of clients over 12-18 months.
2. Benefit from warm introductions and immediate client relationship development.
3. Develop your own client base while managing the inherited portfolio.
Client and Location Details
* Minimum client size is £250k, with many clients exceeding £1 million in investable assets.
* Primarily based in Kent, with an office near Tonbridge.
* Support team includes four experienced specialists managing back-office tasks.
Practice and Technology
Work with a highly regarded practice that invests heavily in technology and AI automation to enhance efficiency.
Candidate Profile
This is a top-tier opportunity for ambitious, skilled financial advisors seeking a profitable portfolio and growth potential.
Application Process
Confidential discussions are welcome. Submit your CV or profile, and IDEX Consulting will contact you.
Additional Information
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