Job Description

IDEX is seeking a senior Client Development professional to join our M&A division, focused on the UK Wealth Management and IFA landscape.

This role is designed for an established Business Development Manager or high-performing Relationship Manager who has built meaningful, trusted relationships with business owners across Financial Services and is ready to leverage that network in a more strategic, transaction-led environment. The main objective of the role will be to originate and cultivate relationships with Financial Services business owners considering growth, succession, or exit.

The role;

  • Cultivate relationships with prospective sellers and position IDEX as the trusted M&A partner
  • Collaborate with Regional Managers to identify and prioritise acquisition opportunities
  • Partner with Marketing to develop targeted growth plans and nurture strategic prospects
  • Deliver against quarterly M&A revenue targets with full acco...

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