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2 months ago

Birmingham, United Kingdom Heat Recruitment Full time
Investment Manager/Director – Vacancies in Worcester, Cirencester & Bristol
Compensation: Up to £90,000 base salary plus bonus and comprehensive benefits
Company Overview:

A highly respected Wealth Management company is seeking talented Investment Managers/Directors to contribute to the growth of their operations in the Midlands and South West regions of England.


Role:
  • Manage and provide advice on a range of client investment portfolios
  • Contribute to enhancing the company's brand reputation through acquiring new business
  • Collaborate with team members to expand the financial planning division
  • Identify and capitalize on new business opportunities

Requirements for Candidates:

Applicants MUST HOLD A LEVEL 6 QUALIFICATION VIA THE CISI, possess solid experience as a Discretionary Investment Manager in the UK, have an established network of HNW private clients, and demonstrate a successful history of closing high-value investor deals.


Contact Chris for an initial conversation.