Senior Wealth Manager

7 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Full time

IDEX Consulting seeks a skilled pension administration specialist to support our ultra-high-net-worth clients. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans tailored to each client's unique requirements.

About the Company

We strive to create an inclusive company culture where everyone can bring their authentic selves to work. Our commitment to driving conscious inclusion across our business has earned us a reputation as a leader in the industry.

Job Description

The ideal candidate will have chartered status or equivalent certification, along with proven experience working with high-net-worth and ultra-high-net-worth clients on complex technical cases. Excellent report writing and client management skills are essential for this role.

Benefits
  • Competitive salary of up to £60,000 per annum.
  • Hybrid working arrangements and opportunities for career progression.
  • A clear path for advancement towards advisory or senior roles within the paraplanning and support team.


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