IDEX are recruiting exclusively on behalf of a National Wealth Management firm who require a senior level Investment Manager to join their established Newcastle offices.

With responsibility for over £2bn AUM, the office is one of the largest in the region and has a strong reputation across HNW private clients and charities.

Dependent on your level of experience, the office is in a position to provide you with a high volume of clients to inherit and build relationships with, establishing yourself as the key point of contact.

Working alongside experience Financial Planners, Portfolio Managers and administrative/support staff, you will be heavily supported to ensure a smooth transition in to the role.

Due to the nature of the role, the successful candidate will require their CISI Chartered qualification.

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