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Independent Investment Manager

1 month ago

Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

Job Description:

We are seeking a highly skilled and experienced UK Wealth Management Advisor to join our team at IDEX Consulting. As an Independent Financial Adviser, you will be responsible for providing independent financial planning and investment management services throughout the UK.

Key Responsibilities:

  • Work closely with clients to understand their financial objectives and develop tailored financial plans.
  • Provide ongoing investment advice and management to ensure optimal returns.

Requirements:

  • A strong background in finance and/or wealth management.
  • Excellent communication and interpersonal skills.

Salary and Benefits:

  • A salary of £70,000 - £100,000 per annum.
  • Ongoing professional development opportunities.