Financial Advisor

2 weeks ago

Kent, United Kingdom IDEX Consulting Ltd Full time €65,000

Financial Advisor

Kent

Salary up to £65k + bonus and benefits

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.

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time €65,000

    Financial Advisor Kent Salary up to £65k + bonus and benefits 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...

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsA 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...

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Financial Advisor Kent Salary up to £65k + bonus and benefits 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...

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsA 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...

  • Financial Advisor

    2 weeks ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsA 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...

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsA 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...

  • Financial Advisor

    5 days ago

    Kent, United Kingdom IDEX CONSULTING LTD Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsIncrease your chances of an interview by reading the following overview of this role before making an application.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...

  • Financial Advisor

    2 days ago

    Kent Street, United Kingdom IDEX CONSULTING LTD Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsIncrease your chances of an interview by reading the following overview of this role before making an application.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...

  • Financial Advisor

    2 weeks ago

    Kent, UK, South East England, United Kingdom IDEX Consulting Ltd Full time

    Financial AdvisorKentSalary up to £65k + bonus and benefitsA 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...

  • Financial Advisor

    6 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Job Summary:We are seeking an experienced Financial Advisor to join our team at IDEX Consulting Ltd in Kent. As a Financial Advisor, you will be responsible for providing high-quality financial planning services to our clients, including investment, pension, and estate planning advice.About the Role:Develop and maintain strong relationships with our high net...

  • Experienced Financial Advisor

    4 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Job Title: Senior Financial PlannerCompany: IDEX Consulting LtdLocation: KentJob Type: Full-timeAbout the Role:We are seeking an experienced Financial Planner to join our team in Kent. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.Key Responsibilities:Develop and maintain strong...

  • Experienced Financial Advisor

    6 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Job Title: Senior Financial PlannerCompany: IDEX Consulting LtdLocation: KentJob Type: Full-timeAbout the Role:We are seeking an experienced Financial Planner to join our team in Kent. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.Key Responsibilities:Develop and maintain strong...

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time €65,000

    Financial Advisor Kent Salary up to £65k + bonus and benefits 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. You will be working closely with an extremely experienced Financial Advisor who has a large/high...

  • Financial Advisor

    1 week ago

    Kent, United Kingdom IDEX Consulting Ltd Full time €65,000

    Financial Advisor Kent Salary up to £65k + bonus and benefits 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. You will be working closely with an extremely experienced Financial Advisor who has a large/high...

  • Financial Planning Professional

    4 days ago

    Kent, United Kingdom IDEX CONSULTING LTD Full time

    Job Title: Financial AdvisorAbout the Role:We are seeking an experienced Financial Planning professional to join our team at IDEX CONSULTING LTD. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain strong...

  • Financial Planning Professional

    4 days ago

    Kent, United Kingdom IDEX CONSULTING LTD Full time

    Job Title: Financial AdvisorAbout the Role:We are seeking an experienced Financial Planning professional to join our team at IDEX CONSULTING LTD. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain strong...

  • Financial Planning Professional

    5 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Job DescriptionFinancial Advisor RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at IDEX Consulting Ltd. As a key member of our organization, you will be responsible for providing exceptional financial planning and advisory services to our clients.About the RoleWork closely with an experienced Financial Advisor to...

  • Financial Planning Professional

    2 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Job DescriptionCompany OverviewIDEX Consulting Ltd is a leading provider of financial planning services, dedicated to helping high net worth individuals achieve their financial goals.Job SummaryWe are seeking an experienced Financial Advisor to join our team in Kent. As a Financial Advisor, you will work closely with our senior team members to provide expert...

  • Financial Planning Professional

    2 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Job DescriptionCompany OverviewIDEX Consulting Ltd is a leading provider of financial planning services, dedicated to helping high net worth individuals achieve their financial goals.Job SummaryWe are seeking an experienced Financial Advisor to join our team in Kent. As a Financial Advisor, you will work closely with our senior team members to provide expert...

  • Investment Advisor

    5 days ago

    Kent, United Kingdom IDEX Consulting Ltd Full time

    Job Opportunity**About the Role**We are seeking a highly skilled and experienced Financial Advisor to join our team at IDEX Consulting Ltd. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients.**Key Responsibilities**Develop and maintain strong relationships with high net worth clients,...