Client Advisor, Leeds - IDEX Consulting Ltd : Job Details

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.

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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.