Senior Financial Planner Inherit AUM, AI
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-09-10
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
IDEX Consulting Ltd in Kent seeks an experienced Financial Advisor to inherit a long-standing client book of circa £100 million AUM, with a 12-18 month handover from a retiring advisor. You will benefit from warm introductions and a steady onboarding flow as you establish relationships with high-value clients.
You will work with four support specialists handling back-office tasks, in an office near Tonbridge, leveraging AI-driven efficiencies to grow the business while delivering exceptional
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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