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Portfolio Director

Job description

IDEX Consulting have partnered with a boutique IFA firm in West Yorkshire who are in the process of opening a newly formed DFM offering.
This has resulted in the need for somebody to join the business as a Portfolio Director.

This opportunity will see you join a business with c.£300m AUM with significant growth plans in place. With a long-standing IFA team in place, with further additions in the pipeline, the business is well positioned in the market.

The role will see you working on managing our portfolios on a discretionary basis. You will have access to suitably qualified analysis support from both within the company and externally.

This will certainly suit somebody looking to move away from a larger, corporate environment to enjoy full autonomy, more power and control of process and to be a lead figure within the business.

The package on offer will have flexibility based on your preferences re. targets, achievements and preferred benefits. Each employee within the firm tailors their income to their own needs, which has proved very successful in the continued support and enjoyment of existing staff.

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