Personal Wealth Adviser

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Kent area and looking to accelerate your advisory career?

Would you be interested in inheriting a large number of established HNW clients?

Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you to focus on what you do best?

An established Financial Planning practice are looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the Kent patch.

Ideally you will be level 6 qualified, or on the pathway to achieve this (however experience in the role will always be considered alongside qualifications). You must have broad product knowledge across Investments, Pensions, Protection, IHT and ideally trusts.

You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week. My client empowers you to be successful whilst ensuring the position has the autonomy for you to strike an appropriate work/life balance.

An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for.

This is a superb opportunity with so many positive aspects to it and I would be keen to confidentially discuss these with you.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.