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Investment Manager, Birmingham

Job description

A prestigious Wealth Management firm focused within the UHNW market are now looking to add to their Birmingham headcount and require an Investment Manager to join their team.

With 6 offices across the UK, my client has made significant progress in their growth strategy for increased AUM which is reflecting their need to increase their front and back office headcount.

In the Birmingham office, you will be working alongside experienced, Director level Investment Managers and receive exposure to their clients whilst being introduced to various networking events across the region.

Longer term, you will become solely responsible for your own clients with targets of new business.
Much of the business generated into the firm comes from internal channels via the wider group, however it is important that you demonstrate the capability of growing your own external network to ensure you can be self-dependent when required.

With the assistance of a Financial Planner within the team and strong office support, you will be joining a business that demonstrates longevity and offer a genuine and supported pathway to progress your career.

In return you will receive a competitive salary and annual, discretionary bonus along with a market-leading pension scheme.

The successful candidate will need to have already obtained either the CISI Level 6 PCIAM or Level 7 Chartered Wealth Manager qualification.

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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.