Investment Manager

2 months ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time
About the Role

A prestigious Wealth Management firm is seeking an Investment Manager to join their team in Birmingham. With 6 offices across the UK, the company has made significant progress in their growth strategy for increased Assets Under Management (AUM), reflecting their need to increase their front and back office headcount.

In the Birmingham office, you will work alongside experienced, Director-level Investment Managers and receive exposure to their clients while 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 essential 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 offers 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 Chartered Institute for Securities & Investment (CISI) Level 6 PCIAM or Level 7 Chartered Wealth Manager qualification.


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