IDEX Consulting Ltd
Kent, UK
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? I have a unique opportunity where you will work alongside a retiring Advisor to facilitate the smooth handover of clients across a 12-18 month timeframe. This will allow you to develop strong client relationships immediately courtesy of warm introductions from the existing advisor. It also provides a continuous stream of clients across that period whilst also allowing you to develop your own additional clients too. Minimum client size is £250k but average size much higher and there's a large number of clients well in excess of £1 million investable assets. The client book itself is predominantly based in the Kent area with an existing office based near to Tonbridge. There are also 4 experience support specialists in the team who manage all the back office requirements to allow you to do what you do best, seeing clients and finding...
