Investment Manager / Client Advisor / Financial Planning recruitment
Investment Manager / Client Advisor / Financial Planning
The Company:
A well established and characteristic, privately owned Financial Management Company managing and advising on funds.
The Role:
The successful candidate will be responsible for the advisory management of £300 million that the company manages on behalf of clients in collective investments.
Client facing, advising clients ethically on their investments and financial needs, with a good knowledge of fund research, fixed interest, tax and pensions.
Discussing strategy with clients, monitor and report on new investments and new / alternative strategies
Have responsibility for panel of recommended collective investments and produce internal research notes for recommended funds.
Analyse client portfolio and advise on asset allocation and fund selections.
Provide regular economic and market comments including monthly and quarterly client bulletin.
The Opportunity:
Bonus
Fantastic career development
Boutique company and team to work within
The Candidate:
A well rounded investment professional
IMC/CFA– solid investment knowledge
Diploma in Financial Planning would be very useful
Excellent organisational skills
Personality that thrives in a pressurised environment
Initiative and judgement, team player