Director Wealth Manager
£65k - £120k per annumFull-time
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.
Key Responsibilities
- 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
About You
To be considered, you should possess:
- 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
What's on Offer
- 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
For 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.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Director Wealth Manager in Birmingham vacancy
£80k - £95k per annum
...Lead financial due diligence engagements on acquisitions, disposals, refinancing and investment transactions Manage multiple assignments simultaneously, ensuring high-quality client delivery and adherence to deadlines Analyse financial performance, working capital, cash...Suggested£95k - £120k per annum
Property Litigation Legal Director | Birmingham | National Law Firm | No Following Required Are you an experienced Property Litigation... ...on a wide variety of property disputes. The role will involve managing a complex and varied caseload, while playing an important role...SuggestedFull-time- £67k - £88k per annumEstimated...accelerate your career so you can shape the future. Key Account Director - Escrow Real Estate and M&A Birmingham - Onsite Ebury... ...products including transactional accounts, escrow, FX risk management, cash management, and international payments. The Key Account...SuggestedOn-site
- £103k - £138k per annumEstimated...Real Estate Managing Associate / Legal Director About the Firm This prominent national firm is highly regarded for its depth of expertise and client-focused approach. With a collaborative culture and clear growth strategy, the firm consistently delivers high-quality...SuggestedPermanent
- £99k - £130k per annumEstimated...consider reduced hours and job shares, we’ll support you to balance your work and life. A look into the role As an Associate Director within our Real Estate Tax (RET) team, you will: Be a part of a high performing team with a great deal of tenure within the firm and...SuggestedPermanentOn-siteFlexible hours
- £44k - £59k per annumEstimated...Transport and Infrastructure practice. We have brought together a team of 180 consultants and engineers with deep expertise across asset management, intelligent mobility, smart technology, and digital and data solutions within the transport environment. This newly formed,...Full-timeHybrid workingRemoteFlexible hours
- £51k - £68k per annumEstimated...Transport and Infrastructure practice. We have brought together a team of 180 consultants and engineers with deep expertise across asset management, intelligent mobility, smart technology, and digital and data solutions within the transport environment. This newly formed,...Long-term contractFull-timeHybrid workingRemoteFlexible hours
- £44k - £57k per annumEstimated...outcomes by optimising the performance of both new and existing assets now and for the future. Our Infrastructure Asset and Information Management Practice is a key component of this, enabling us to ensure customers' outcomes are realised in the projects we undertake as well as...Full-timeHybrid workingFlexible hours
- £76k - £101k per annumEstimated...Associate Director-Risk ~202604864 ~Birmingham, England, United Kingdom ~London, England, United Kingdom ~Bristol, England, United... ...Practice Leaders, Account Teams, New Business Leads, Project Managers, etc. in the delivery of GB Retail's strategic and financial goals...Full-timeRemoteFlexible hoursNight shift
£28k - £32k per annum
171245 Property Manager – Sutton ColdfieldBasic Salary: £28,000–£32,000 (DOE) Our client, a highly respected and well-established independent estate agency, is looking to recruit an experienced Property Manager to join their successful team in Sutton Coldfield. This...£18k per annum
...revolutionised the way people sell and let their properties and are looking for a number of highly motivated and career driven Property Managers to join their Birmingham Head Office team. The Role: You will be part of a team dedicated to enhancing the customer journey by...PermanentOn-site- £61k - £79k per annumEstimated...investors and led by a team with deep experience in real estate, technology, and operations. Position Summary The Senior Lettings Manager is responsible for leading branch performance across people, portfolio growth, customer service, and commercial results. As part of a...Long-term contractLive-inOn-site1 day/week
- £33k - £44k per annumEstimated...looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Our Estates Management team helps clients optimise their portfolio performance at each phase of the property life cycle. The Estates Manager will make sure...Full-time
£80k - £100k per annum
...Support the leadership and day-to-day management of the Transaction Services team Take ownership of operational delivery, ensuring transactions are executed efficiently and to the highest technical standards Lead financial due diligence engagements for corporate, private...£100k - £120k per annum
...ranging from £10m to over £10bn. Working alongside Partners and Directors on high-profile deals, you'll advise corporate and financial... ...excellent communication and analytical skills, proven project management and team leadership experience, and confidence with Excel and PowerPoint...- £49k - £64k per annumEstimated...challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc...Full-timeNo agencyFlexible hours
- £55k - £71k per annumEstimated...profile client wins we are looking for an experienced and driven Director in our Birmingham office. The role offers the opportunity to... ...relationships with clients, both existing and new clients High level management of the successful delivery of technically complex advisory,...On-siteImmediate startFlexible hours
- £74k - £97k per annumEstimated...to go. Join EY and help to build a better working world. Director - Open to flexible working We’ve got an exciting opportunity... ...intellectual property ownership and reliefs • Managing the risk arising from global law change such as BEPS; and Supporting...Long-term contractPermanentRelief staffHybrid workingImmediate startFlexible hours
£210.58k - £246.98k per annum
Develop and implement external communication strategies that align with organisational goals. Oversee media relations, ensuring effective responses to inquiries and proactive engagement with press outlets. Lead a team to deliver high-quality campaigns and communication...£6.3k per annum
Capture Director Date: Sep 3, 2026 Location:Bristol, GB Luton, GB Birmingham, GB Company: GKN Aerospace... ...to senior stakeholders. Stakeholder & Partnership Management ~Engage key stakeholders to influence funding, investment and...Long-term contractImmediate startRemoteFlexible hours$185k - $200k per annum
...About the role The Director of Global Compensation is responsible for leading the strategy, design, and governance of compensation across... ...market data to inform pay decisions and structure design Manage relationships with external benchmarking providers Job Architecture...Long-term contractRemoteFlexible hours- £53k - £69k per annumEstimated...profile client wins we are looking for an experienced and driven Director in our Birmingham office. The role offers the opportunity to... ...relationships with clients, both existing and new clients High level management of the successful delivery of technically complex advisory,...Long-term contractPermanentOn-siteImmediate startFlexible hours
£20k - £50k per annum
...own business and build a football club of your own? We Make Footballers is seeking an ambitious coach, manager or business-minded individual to become the Academy Director and franchise owner in GREATER BIRMINGHAM. This is an opportunity to establish your own football...Full-timePart-timeSelf-employedFlexible hours- £70k - £92k per annumEstimated...engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a... ...disciplinary architectural and engineering projects at a Technical Director level; one who can establish, build and maintain strong relationships...Long-term contractFull-timeHybrid workingOn-siteRemoteRelocation
- £85k - £114k per annumEstimated...Director of Treasury UK Client Treasury The Opportunity We are seeking an experienced and commercially focused Director of Treasury... ...of occupier accounts. The role will ensure the effective management of client funds banking structures cash forecasting payment operations...Long-term contractFull-timeTemporaryHybrid workingRemoteFlexible hours
£181.99k - £389.97k per annum
...An exciting opportunity has arisen for an experienced Identity & Access Management professional to join a technology-led organisation undergoing significant investment in cyber security and identity governance.Working closely with the Chief Information Security Officer (CISO...Interim- £64k - £85k per annumEstimated...develop their skills/specialism in Restructuring and to develop the team. Within the CTT team, we are keen to speak with Tax Directors and Senior Managers with Restructuring tax experience and/or enthusiasm to develop technical skills and specialism in restructuring and...Long-term contractPermanentHybrid workingFlexible hours
£130k - £140k per annum
...I'm currently working with a leading UK wealth management firm with a long-established reputation for delivering bespoke investment management... ...the business is looking to appoint an experienced Investment Director who can combine exceptional relationship management with a proven...Remote jobLong-term contractHybrid workingOn-siteWork from homeFlexible hours£28k - £35k per annum
169388 Lettings Manager / Branch Manager.An excellent opportunity has arisen for an experienced Lettings Manager or Branch Manager to join a busy and successful city centre office within a well-established and forward-thinking independent estate agency.This is a fantastic...On-siteMonday to Friday- £85k - £109k per annumEstimated...broad range of commercial property matters, potentially including: Acquisitions and disposals Commercial leases and portfolio management Development and regeneration Investment and funding transactions Landlord and tenant matters Property aspects of corporate...On-site
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director Wealth Manager. Be the first to apply!
Related searches
- director pharmacovigilance Birmingham
- social impact director Birmingham
- director of diversity Birmingham
- archives director Birmingham
- director consumer insights Birmingham
- food director Birmingham
- director of housekeeping Birmingham
- director environment Birmingham
- director of learning Birmingham
- director of sustainability Birmingham