Job description
Idex have partnered with a boutique wealth management company who are looking for 3 Chartered IFA's who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals.
The firm has recently received investment from a PE firm in order to pursue an ambitious acquisition strategy that will include multiple acquisitions every year. In addition, the business is also actively seeking to accelerate its already impressive organic growth through recruitment and other initiatives. Overall, the business is embarking on an exciting growth phase that will see the business grow from c.£500m of AUM today to £5bn+ within the next 4-5 years.
The team manage HNW clients ranging from c£1m-£7m investable assets as well as complex style cases so cash-flow planning experience is important.
This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements.
To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry.
This firm is offering a marketing leading compensation and benefits package and you will receive substantial funds under management when you start.
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Our Diversity, Equity and Inclusion Mission
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.
