Director Wealth Manager

The OpportunityWorking 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 client services team, enabling them to focus on client outcomes, relationship development and business growth.Key ResponsibilitiesManage and develop a portfolio of high-net-worth and affluent clientsDeliver holistic wealth management and financial planning adviceBuild long-term trusted relationships through proactive client engagementIdentify and secure new business opportunities through referrals, networking and professional connectionsPresent sophisticated wealth planning solutions across investments, retirement planning, estate planning and wider financial planning needsContribute towards team and individual revenue targetsEmbrace technology and process improvements to enhance client experience and operational efficiencyMentor and support colleagues where appropriate, helping to drive a high-performance cultureAbout YouTo be considered, you should possess:Level 6 or level 7 financial planning qualifications, or equivalent professional credentialsA proven track record as a successful Wealth Manager, Financial Planner, or Private Client AdviserStrong technical knowledge across investments, tax planning, retirement planning and estate planningExperience managing relationships with high-net-worth clientsExcellent business development, networking and relationship management skillsA commercial mindset combined with a strong focus on delivering exceptional client outcomesWhat's on OfferCompetitive basic salary and bonus structureComprehensive benefits packageAccess to an established and highly regarded client propositionDedicated support from paraplanning and client services teamsOngoing professional development and career progression opportunitiesA collaborative and supportive culture focused on long-term successThe opportunity to join a market-leading wealth management business with ambitious growth plansFor a confidential discussion regarding this opportunity, please apply or contact us directly.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.Discipline(s): Financial ServicesJob type: Permanent