Senior Financial Planner: Inherit AUM Book
Listed on 2026-09-18
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Finance & Banking
Financial Advisor / Consultant
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
For the Senior Financial Planner:
Inherit £100M AUM Book in Kent position at IDEX Consulting, we are reviewing applications now.
Join us at IDEX Consulting as our next Senior Financial Planner:
Inherit £100M AUM Book in Kent in England, United Kingdom.
We are currently recruiting a Senior Financial Planner:
Inherit £100M AUM Book in Kent for our team in England, United Kingdom.
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