Director Wealth Manager

The Opportunity

Working 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.

• Manage and develop a portfolio of high-net-worth and affluent clients
• Deliver holistic wealth management and financial planning advice
• Build long‑term trusted relationships through proactive client engagement
• Identify and secure new business opportunities through referrals, networking and professional connections
• Present sophisticated wealth planning solutions across investments, retirement planning, estate planning and wider financial planning needs
• Contribute towards team and individual revenue targets
• Embrace technology and process improvements to enhance client experience and operational efficiency
• Mentor and support colleagues where appropriate, helping to drive a high-performance culture

• Level 6 or level 7 financial planning qualifications, or equivalent professional credentials
• A proven track record as a successful Wealth Manager, Financial Planner, or Private Client Adviser
• Strong technical knowledge across investments, tax planning, retirement planning and estate planning
• Experience managing relationships with high-net-worth clients
• Excellent business development, networking and relationship management skills
• A commercial mindset combined with a strong focus on delivering exceptional client outcomes

• Competitive basic salary and bonus structure
• Comprehensive benefits package
• Access to an established and highly regarded client proposition
• Dedicated support from paraplanning and client services teams
• Ongoing professional development and career progression opportunities
• A collaborative and supportive culture focused on long-term success
• The opportunity to join a market-leading wealth management business with ambitious growth plans

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.