IDEX Consulting Ltd

Our client, a leading and highly respected wealth management business, is seeking an experienced Director/Senior Wealth Manager to join their growing team in the East Midlands. This is an outstanding opportunity for an established Wealth Manager or Financial Planner looking to take ownership of a high-value client portfolio while playing a key role in the continued growth of a successful advisory business. The Opportunity Working with a broad range of high-net-worth individuals, business owners, professionals, families, charities and beneficiaries, you will be responsible for delivering holistic wealth management and financial planning solutions tailored to each client's unique circumstances and objectives. You'll inherit and manage an existing client base while also identifying opportunities to develop new relationships through referrals, networking and professional introducer connections. The successful individual will have the support of a highly experienced paraplanning and...