A leading investment management firm are looking to recruit a Chartered Wealth Manager into their Salisbury based offices.

Due to succession planning, a rare opportunity has arisen to join the business with a long-term plan to inherit a large volume of highly affluent and HNW private clients.

The offices demonstrates longevity across the existing team, along with the ability and willingness to assist the Trainee and Junior Investment Managers to progress their careers and become key relationships for clients.

Further afield, the business has a sterling reputation across the UK with strategic growth plans in place.

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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.