Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Even during these unprecedented times, my client a global leading financial services organisation is still very much "business as usual".
Their Brokerage Operation division is now seeking an additional Corporate Actions Senior Associate to join a team responsible for identifying, tracking, processing, and reporting all Corporate Action events and Dividends, which effect any security position held by clients on their Retail Investment Platform.
They have consistently grown and evolved over the last couple of years and this is something that is not going to change.
Even during these unprecedented times, my client a global leading financial services organisation is still very much "business as usual".
Their Brokerage Operation division is now seeking an additional Corporate Actions Senior Associate to join a team responsible for identifying, tracking, processing, and reporting all Corporate Action events and Dividends, which effect any security position held by clients on their Retail Investment Platform.
They have consistently grown and evolved over the last couple of years and this is something that is not going to change.
Join a leading investment management business at the forefront of innovation and growth.
Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions.
This position will lead new business development with an agreed panel of intermediary accounts, across investment solutions, DFM, retirement solution & platform sales.
We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients.
Investment Manager - Guildford - Leading Wealth Management Organisation
The role will work alongside a very successful & senior Investment Manager who is currently over capacity, upon joining you will be passed a substantial number of existing clients.
Join a leading investment management business at the forefront of innovation and growth.
Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions.
This position will lead new business development with an agreed panel of intermediary accounts, across investment solutions, DFM, retirement solution & platform sales.
This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.