Vacancies

Our client based in South London provides a fully holistic Financial Advice service to UHNW individuals across London, Watford, Slough and Reading. Over the last decade, they have gained an excellent reputation in the investment industry which in turn has led to unprecedented growth for the organisation. As always, they promote an upbeat professional working atmosphere where the company is employee owned, thus allowing every member of staff to benefit from the company's continuing success.

They are now looking for an experienced Investment Manager to add to that growth. The role will involve:

• Meeting with various clients, evaluating their needs and managing them in an elegant, professional manner at all times.
• Researching, data gathering and report writing with the support of an experienced Paraplanner team.
• Managing and advising both existing and new clients, mainly in the field of Pension and Investment
• Focusing on client delivery and measuring service levels with the aid of a tight knit team
• Constantly updating and harnessing knowledge, especially in the area of asset divisions and fund allocation.

If you would like to apply for this position, you must have the minimum of a Level 4 Financial Planning qualification and be capable of displaying an acute knowledge of investment products. You will have to be a strong team player with strong interpersonal communicational skills.

As part of the role, you will receive ongoing development, training and qualification sponsorship. To add to this, you will receive a healthy company profit share and a generous bonus package. If you feel this is the right opportunity, please get in touch. 

This is a great opportunity to be part of a growing organisation who truly believes in the value of employees and has a long term vision to become the very best in the industry. The salary is negotiable up to £70k and will be based on your individual experience and qualification.