Investment Manager

2 days ago


Leicester, United Kingdom Exchange Street Claims & Financial Services Full time

**Decisions, decisions, decisions.**You used to be able to make more when it came to investments. Or you yearn for more ownership where you are.
**But at this financial planning firm they have their own in-house DFM that manages over £100m. This figure is growing rapidly and the business needs more in-house expertise to manage it.**
You'll work alongside the investment director deciding on what funds to invest in. The decisions you make will have a direct bearing on what client portfolios look like. It will be on you.
**And you won't just be running the money. You'll be front and centre when it comes to clients, attending meetings and working with the financial planners. You'll be providing insight and expertise, helping to inform existing clients and win new ones. **The business welcomes people with an opinion. They want robust but respectful conversations and an individual with their own ideas. They're not concerned about background but this is a small wealth management firm not a national DFM. Likewise whilst they sometimesinvest in equities, it is rare.
You will need to have reasonable investment management experience. You'll no doubt be level 6/7 qualified and be as good with clients as you are with models. A Leicester City or Tigers fan would also go down very well
But most of all you'll love investment management. You'll bring great value and help drive the business on.
**It's an employed role with excellent benefits. You'll get 30 days holiday plus time off at Christmas. There's a pension, DIS, Group Income Protection and Private Medical Cover.**
Ready to take more control? Click apply. Send us a way of contacting you and we will be in touch to answer your questions.


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