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Director, Investment Manager/Financial Planner

Job description

A national wealth management firm are looking to make a senior hire into their Nottingham offices due to succession planning.

With an upcoming retirement of a Senior Advisor this year, the business are looking to recruit an established professional within either the investment management or financial planning field.

The office demonstrates longevity and a strong togetherness, often collaborating together when building and maintaining client relationships.

In return, a high volume of highly affluent and HNW clients are available to aid you to hit the ground running.

Whilst the initial focus of the role will be to begin introducing yourself to the existing clients available, there will be an expectation to demonstrate your ability to generate new business via your existing external networks,

In return there is potential to receive a market leading remuneration and bonus package.

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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.