Financial Planner

A high performing Financial Planning organisation, who are currently undertaking an exciting growth cycle, are looking to bolster their team in Kent with an important Financial Advisor hire. This particular opportunity is quite unique for the following reasons:

• You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients
• You will inherit this established book of clients from day one so the key part of the role is developing and maintaining the strong relationships already forged by the outgoing advisor
• There is extremely high earning potential in this book of business but also a fantastic opportunity to develop new business from it and enhance your earnings further
• Tech based advice practice using the most up to date tools to enhance the client experience and streamline processes for the advisor to give them more time advising

What we are looking for in an applicant:

• Experienced financial planner (whole or market or restricted) who can demonstrate year on year high performance and retention of clients and first class client service and experience
• Technical product knowledge and experience of dealing with high net worth clients across the full product range including investments, pensions and ideally some estate planning experience
• The client experience is everything - you must be ethical, personable, knowledgeable and always focusing on the best client outcomes at all times
• Ideally based in and around the Kent area as the office is based here and the geography of the client book is based in the county

This is genuinely a rare opportunity and one not to be missed. Alongside all of the above you will also be working for an award winning Financial Planning business with full paraplanning, admin and compliance support which leaves you all the time to do what you do best.If this Financial Planner role in Kent interests you please apply or contact me confidentially for a discreet and informal chat about the opportunity.

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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.