A reputable and national Investment Management firm with offices across the UK are now looking to increase headcount in their Bristol office.
The continued growth plans have resulted in an opportunity for somebody within the industry who is studying towards or has recently completed their CISI Level 7 Chartered Wealth Management qualification.
In an industry with regular changes, typically through acquisition, my client have demonstrated stability as a brand and for it's staff, resulting in the average Investment Manager having over 14 years' of employment with the business.
The Bristol office has shown year-on-year AUM growth and is looking for an individual looking to receive more responsibility and exposure to HNW clients.
In return, you will be part of a supportive and collaborative team who themselves have progressed through the business, and so can empathise with every success and challenge faced within the business.
Study support is available if exams are ongoing.
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.