Senior Financial Advisor: Inherit £100M Book + AI Tools

IDEX Consulting Ltd. is seeking an experienced Financial Advisor in Kent to inherit and manage a long-standing client book worth around £100m AUM.

You will work with a retiring advisor to ensure a seamless handover over 12–18 months, with warm introductions and continuity for clients. You will nurture the relationship, expand the book, and leverage advanced technology and AI automation to enhance advisory efficiencies.

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