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Form of workIDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years.
Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brought in high profile hires who have hit the ground running.
With £6bn AUM, the business has ambitious growth plans and are looking to invest further to ensure the business can achieve its targets.
With this in mind, they now require a Business Development Manager to join their Edinburgh offices to be the lead relationship and sales professional for the region.
This is a newly created opportunity which will work alongside an established team of Investment Managers and a Chartered Financial Planner.
Ideally, you will have a strong knowledge of the IFA market and hold relevant qualifications (financial advisory or investment focused).
With an ability to liaise with external Financial Advisors, the role will also ask you to tap in to the professional introducer market and build relationships with professionals such as Accountants, Lawyers and Solicitors.
Rather than offer specific new money targets, bonus is based on a collective achievement of the business. Outstanding performers are rewarded accordingly, however the business also rewards spirit, drive and a willingness to succeed which has created a unique and collaborative mindset and culture amongst the existing teams.
The business is focused on HNW clients and delivering a high touch client service, which could prove an excellent home for a BDM in the region looking for a new challenge.
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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.
