Associate Investment Manager

3 weeks ago


Exeter, United Kingdom Recruit UK Full time

**Title**: Associate Investment Manager

**Location**: Exeter

**Salary**: £50,000 - £60,000

**Reference**: 6867

**The company**:
We are working with a well-established and thriving business that is seeking an Associate Investment 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.

With the support of an existing senior Investment Manager, you will support a successful client base with their ongoing service needs. You will be given the opportunity to develop the client bank, bring on new business, and to work towards Investment Directorin the future.

**What’s on offer?**
- Salary from £50,000 - £60,000 (completely negotiable d.o.e)
- Competitive bonus scheme
- Access to clients through internal and external introducers
- Clear route to Director level
- 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 working within Investment management/portfolio/fund management or similar Investment role
- Level 7 qualification -CISI (or equivalent, or near qualified)
- Motivated with a clear passion for investments
- Ability to work within the framework of a growing firm
- A strong networker who can utilise and develop lead sources



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