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Client Advisor, Leeds

Client Advisor, Leeds

IDEX Consulting Ltd

Posted 24 days ago, valid for 7 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

IDEX Consulting is seeking a Wealth Manager for a Private Bank in Leeds.
The position offers immediate access to established high-net-worth clients for relationship building.
Candidates must possess either the CISI Level 6 PCIAM or Level 7 Chartered Wealth Management qualification.
The role provides strong support from a dedicated team and a Chartered Financial Planner.
The salary for this position is competitive, and relevant experience is preferred.

IDEX Consulting are working in close partnership with a Private Bank who require a Wealth Manager to join their Leeds offices. This is an exciting period for the office as the successful candidate will have access to established, HNW clients to immediately begin building your own personal relationships with. Along with this, the existing Directors within the office are having fantastic success on-boarding new clients via their extensive external networks. The office has a strong support team and a Chartered Financial Planner to help you utilise your own skills and knowledge, offering a best service to clients. The successful candidate will require either the CISI Level 6 PCIAM or Level 7 Chartered Wealth Management qualification.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.

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