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Investment Director

4 months ago

Leeds, Leeds, United Kingdom Idex Full time


One of the UK's leading wealth management firms is looking for a senior level Investment Manager to join their busy offices in Leeds.


Due to succession planning, the office has a requirement for a Chartered Wealth Manager to hit the ground running and be introduced to a high volume of existing clients, introducing yourself as the new and long-term point of contact.


Whilst the role will be relationship focused, it is beneficial for the successful individual to demonstrate an ability to build AUM through an existing and external network that can continue to be utilised.


In return, you will join a business that has a strategic growth plan and offers longevity and stability within the business.

Additionally, you will receive a strong remuneration package.

Visit the IDEX Consulting Ltd website for further opportunities.

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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.