Fund Manager

4 weeks ago


Exeter, United Kingdom Recruit UK Full time

**Title**: Fund Manager

**Location**: Exeter

**Salary**: £37,000 - £45,000

**Reference**: 6865

**The company**:
We are working with a well-established and thriving Investment House that is seeking a Fund Manager to join their team in Exeter.

As the company continues to solidify its presence across the market, they have made strategic acquisitions within the Financial Planning space, increasing the scope of services you can provide your clients, alongside giving you access to an internal teamof Financial Planners through which to leverage new clients.

As a true client-focused organisation, they spend time learning about their clients’ unique needs to help provide a highly bespoke wealth management service. They have the same ethos when it comes to their employees and takes time to understand your careerplans and make sure they are aligning with your professional goals.

Within this role you will work alongside key investment managers within the business to support their clients requirements, you will liaise with them and support with providing updates and recommendations.

**What’s on offer?**
- Salary from £37,000 - £45,000
- Competitive bonus scheme
- Work closely with senior Investment manager to support their clients offering amazing progression and learning opportunities
- Clear route to Investment Manager role
- Support with obtaining Level 7 CISI or other qualifications
- Generous pension from 9% and bonus scheme
- Life assurance, income protection, Private medical / health scheme, and many more

**What are they looking for?**
- Proven track record of communicating with clients and intermediaries
- Level 4 qualification - CISI (or equivalent)
- Experience within wealth management, finance or investment industries
- Motivated with a clear passion for investments
- Understanding of portfolio theory and client requirements to support with recommendations
- Ability to work within the framework of a growing firm



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