Senior Financial Advisor: Inherited Book + AI Tools

IDEX Consulting Ltd. is seeking an experienced Financial Advisor in West Sussex to accelerate your advisory career. You will join a well-established practice with a large, loyal client base and access to the latest technology and AI support.

You will inherit clients with circa £50 million AUM and over £300k in fee income, with admin and paraplanning support and a flexible, autonomous work pattern designed to promote work-life balance. Regional leadership will back your development.

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