recruitukltd Salary: £60,000 - £90,000
I am currently representing one of the UK’s leading financial planning and investment firms who are pioneers in the dual professional, Investment Manager and Financial Planning model. As an industry leading and award winning organisation job security is second to none and there is a clear route of progression that will see you develop a successful and rewarding career with them. Due to continued growth they are looking to expand their team of Investment Managers in their central Birmingham office.
This will be a hybrid role focusing on both bespoke and model portfolios for HNW clients. You will be working with Senior Financial Advisers and will have responsibility for supporting part of the Investment team with expert portfolio management. You will be working with adviser’s clients to ensure seamless Investment/ Financial Planning Service, together with taking the Investment proposition to market and attract private client investments through intermediaries.
There is no requirement to bring business across as there is existing business to manage and you will be working closely with the financial planners to build your portfolio. However if you are in a position to attract a client following this will obviously be welcomed and reflected in your salary.
Salary on offer is between £60,000 and £90,000 depending on experience and situation.
On top of the basic there is excellent bonus potential and a comprehensive benefits package, excellent working conditions and be part of a growing professional team.
The ideal candidate will be either level 6 or level 7 qualified and have experience of giving expert Investment advice to clients.
If you are interested to find out more about the role please contact Russell Davies on 01179 170 418 or alternatively email firstname.lastname@example.org