Idex Consulting are working exclusively with a leading Wealth Management firm who are looking for additional headcount to join their Birmingham offices.
With clients available to hit the ground running, the successful candidate will benefit from a collaborative working environment, working closely with further Investment Managers along with the Financial Planning team who share ideas, networking and encourage client referrals.
Naturally, you will be required to utilise your external network and grow your client base organically and via your ability to build professional relationships that help drive new business.
Additional duties include:
- Produce portfolio solutions to meet clients' needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments
- Ensure ongoing client suitability
- Clearly explain to clients why changes to their portfolio may better suit their investment objectives
The successful candidate will be CISI Level 7 Chartered qualified.
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.