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CISI Level 4 IAD required. Ideally studying towards/recently qualified Level 7 Chartered Wealth Manager.One of the UK's leading Wealth Management firms is actively seeking an Investment Manager to join their Leeds based offices. The business and office demonstrates longevity and progression across the Investment Management and Financial Planning teams. The opportunity would really suit somebody who is CISI Level 4 IAD qualified and studying towards or recently completed their Level 7 Chartered Wealth Management qualification. Due to recent internal movements and a recent retirement, there is succession planning taking place, meaning there are long-term plans for the successful hire to quickly take responsibility for clients, typically of HNW value. This is a client relationship-focused role, so the successful applicant needs to be personable and empathetic, which having the ability to build trust and long-term relationships. You will demonstrate the willingness and capability of networking too, as this role will have longer-term requirements to utilise an external network and bring new clients into the business.
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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.
