One of our busiest clients is continuing to grow. As we close the financial year the business has gone from strength to strength with headcount, process and AUM.
They are now looking to recruit a further Investment Manager into their North West team.
With flexibility on office location within the region, the role offers you the opportunity to hit the ground running with 40 clients and c.£40m AUM to inherit, allowing you a strong opportunity to settle quickly into an established team and work closely with the existing team of Investment Managers.
The successful person for the role will also demonstrate the ability and enjoyment of external business development. Whilst the team has high quality Financial Planners to work with, you will also be expected to source your own clients and new business from an existing or new network.
Assisted by teams of analysts, assistants and administrators, you will receive exposure to HNW clients and be part of one of the largest wealth management firms in the UK who have a continued ambition to grow, whilst providing a leading client-focused service.
The successful individual will have completed their CISI Level 7 Chartered Wealth Manager qualification.
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.