Investment Manager- Dorset

recruitukltd Salary DOE

Recruit UK have been retained by a financial services company with a national presence that offer fully integrated Financial Planning and Investment Management services to private, corporate and charity clientele.

Due to the success of a new regional office they are now recruiting for experienced private client Investment Manager’s to join the team to help drive regional growth.

This position will provide experienced Investment professionals with an opportunity to build their portfolio’s with the support of dedicated lead generation, alongside targeted marketing campaigns throughout the region that will be tailored to support client acquisitions.

On top of this you will be supported with full access to model portfolio’s as well as given the flexibility to create bespoke investment portfolios to suit the individual needs of your clients, with full back office support and research from dedicated technical teams across the UK.

This position would suit Investment Managers who are well versed in managing and growing their own client portfolios, but would like to work for a company that gives more autonomy around client and portfolio management.

Requirements;

  • Previous experience within an Investment/Wealth Management position within a regulated environment
  • Detailed and up to date knowledge of Investment processes around asset allocation, stock selection, fund selection and/or portfolio construction.
  • Be able to demonstrate the ability to manage client relationships as well as make amendments to client portfolios in reaction to market and personal situational changes
  • Strong industry knowledge around investment management and experienced in providing client advice to a diverse range of HNW individuals

Qualification;

  • Must hold CISI Level 6
  • Currently hold SPS

For more information on this role, please contact Andrew Daly on 01179-170412. Quote reference 12537

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