Featured
Easy Apply

Investment Manager, Birmingham

Posted 2 July by IDEX Consulting Ltd
Salary icon £55,000 - £65,000 per annum, inc benefits
Location icon Birmingham , West Midlands

Register and upload your CV to apply with just one click


A prestigious Wealth Management firm focused within the UHNW market are now looking to add to their Birmingham headcount and require an Investment Manager to join their team.

With 6 offices across the UK, my client has made significant progress in their growth strategy for increased AUM which is reflecting their need to increase their front and back office headcount.

In the Birmingham office, you will be working alongside experienced, Director level Investment Managers and receive exposure to their clients whilst being introduced to various networking events across the region.

Longer term, you will become solely responsible for your own clients with targets of new business.
Much of the business generated into the firm comes from internal channels via the wider group, however it is important that you demonstrate the capability of growing your own external network to ensure you can be self-dependent when required.

With the assistance of a Financial Planner within the team and strong office support, you will be joining a business that demonstrates longevity and offer a genuine and supported pathway to progress your career.

In return you will receive a competitive salary and annual, discretionary bonus along with a market-leading pension scheme.

The successful candidate will need to have already obtained either the CISI Level 6 PCIAM or Level 7 Chartered Wealth Manager 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.

Required skills

  • 1
    investment management
  • 1
    Portfolio Manager
  • 1
    Investment Manager
  • 1
    Fund Manager
  • 1
    Asset Manager
  • 1
    Investment Consultant

Reference: 53010864

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job