HNW Portfolio Manager

18 hours ago


Nottingham, Nottingham, United Kingdom IDEX Consulting Ltd Full time
About the Role

We are looking for an experienced HNW Portfolio Manager to join our busy offices in Nottingham.

The ideal candidate will have a strong background in financial planning and be able to develop and manage a portfolio of high net worth clients.

You will lead business development activities, aligned to our group strategy, and work to exceed targets.

We offer a supportive environment, with the opportunity to inherit existing clients and quickly learn our processes.

Key Skills:

  • Chartered status (or studying towards)
  • Comprehensive understanding of core Financial Planning solutions
  • Excellent communication and interpersonal skills

Salary and Benefits:

  • A competitive basic salary range of £85,000 - £110,000
  • An annual discretionary bonus structure
  • A generous benefits package


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