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Senior Financial Advisor: Inherit AUM & Grow

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 85000 GBP Yearly GBP 85000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor: Inherit £10m AUM & Grow
Location: Greater London

IDEX Consulting Ltd is seeking an experienced Financial Planner based in Greater London. This role offers a competitive salary of £85,000 plus bonuses, with the opportunity to inherit an established client base as part of a structured succession plan.

The ideal candidate will manage a client portfolio, deliver comprehensive financial planning, and foster strong client relationships. The position promises career stability and professional growth within a well-respected national wealth management firm.

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Position Requirements
10+ Years work experience
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