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Portfolio Manager

Job description

An opportunity has arisen with a national Wealth Manager within their busy portfolio management team.

  • Minimum CISI level 4 IAD qualification required
  • A genuine interest in investments
  • Progression available and demonstrated within the office
  • Collaborative working environment
  • Support for further studies (CISI level 7 CWM or CFA)

The regional office based in the heart of Newcastle is one of their largest outside of London for both AUM managed along with total headcount.

Both team size and performance have gone from strength to strength in recent years as they encourage autonomy, independent thinking and to encourage each others' successes.

Working alongside an established team of Investment Managers as well as regular contact with the financial planning team, this is a great opportunity to join a dynamic and fast paced business who offer real progression and stability.

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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.