Investment Management

2 weeks ago


Peterborough Cambridgeshire, United Kingdom Heat Recruitment Full time

Investment Manager (Self Employed) – Cambridgeshire & Suffolk
A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their office across in Cambridgeshire, Norfolk and Suffolk.
You will be responsible for developing, advising and managing your own book of discretionary, advisory, managed and XO client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. As a senior member of an already well established high end team you will play an important part in further developing the brand within the region, working closely with your colleagues across the business, maintaining long lasting and profitable relationships and recognising new opportunities as and when they arise. You will have a background as a UK Discretionary Investment Manager and whilst the CISI level 6 (PCIAM) qualification is preferred, those with solid experience of advisory/XO business and their own book would be considered with the IAD/IMC qualification.


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