Investment Manager

IDEX are recruiting exclusively on behalf of a National Wealth Management firm who require a senior level Investment Manager to join their established Newcastle offices.

With responsibility for over £2bn AUM, the office is one of the largest in the region and has a strong reputation across HNW private clients and charities.

Dependent on your level of experience, the office is in a position to provide you with a high volume of clients to inherit and build relationships with, establishing yourself as the key point of contact.

Working alongside experience Financial Planners, Portfolio Managers and administrative/support staff, you will be heavily supported to ensure a smooth transition in to the role.

Due to the nature of the role, the successful candidate will require their CISI Chartered qualification.

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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.