Assistant Investment Manager
2 weeks ago
**Title**: Assistant Investment 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 an Assistant 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.
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
-
Investment Management Assistant
1 month ago
Exeter, United Kingdom Brewin Dolphin Full timeWe have an exciting opportunity to join our team in the South West as an Investment Management Assistant and be part of our Investment Management Academy professional development programme. **Who we are**: We are one of the UK's leading Wealth Managers. We provide a range of innovative wealth and investment management services focused on addressing our...
-
Data Management Assistant
2 days ago
Exeter, Devon, United Kingdom Tozers LLP Full timeTozers’ growing Wealth Management Team is looking for an Assistant to support them in the management of their busy and varied workloads in Exeter. You will be working as part of a team that deals with later life planning, such as Wills, Probate, as well as with Vulnerable Clients on matters such as deputyship and attorneyship creation and administration. ...
-
Accounts Assistant
4 weeks ago
Exeter, United Kingdom Vertu Motors Full time**About us** An exciting opportunity has arisen for an experienced Accounts Assistant to join us at Bristol Street Motors Renault Exeter! This is a Full-Time, permanent role where we are offering a basic salary of £23,000! **About the Role** The main purpose of this role is to assist with the seamless operation of the accounting and financial procedures...
-
Apprentice Accounts Assistant
4 weeks ago
Exeter, United Kingdom Vertu Motors Full time**Land Rover Accounts Apprentice Exeter** We have a great opportunity for someone looking to kick start their career in Accounts! You will be training to become an Accounts Assistant. This role assists with the seamless operation of the accounting and financial procedures within the dealership. In particular assisting with sales ledger and purchase ledger...
-
Assistant Sales Manager
1 week ago
Exeter, Devon, United Kingdom Vertu Motors group Full timeWe have an exciting opportunity for an Assistant Sales Manager to join the team here at Vertu BMW & MINI Exeter We invest in our colleagues' future and are able to offer an industry leading remuneration package, a company car and a range of fantastic benefits. We are offering a Basic Salary of £30,000 with an OTE of £50,000 plus company benefits. ...
-
Marketing Assistant
4 weeks ago
Exeter, United Kingdom Greendale Greendale Group Full timeThe Greendale Group is looking to appoint a Marketing Assistant to join our Marketing team based in Exeter. The Greendale Group is a successful family company which boasts a diverse range of businesses including the Greendale Business Park (close to Exeter and the M5), Greendale Farm Shop, a large working farm, a fishing business (Waterdance Limited),...
-
Assistant Building Surveyor
1 month ago
Exeter, United Kingdom Mace Full time**The Company & Culture** **The role - Assistant Building Surveying** Assistant Building Surveyor required for a delivery focused role in the South West region (offices in Exeter / Plymouth) Our service offering tends to focus on regional and national programmes of work involving significant size and scale, working with both private and public sector...
-
Assistant Sales Manager Estate Agency
1 week ago
Exeter, Devon, United Kingdom Vertu Motors group Full timeWe have an exciting opportunity for an Assistant Sales Manager to join the team here at Vertu BMW & MINI Exeter We invest in our colleagues' future and are able to offer an industry leading remuneration package, a company car and a range of fantastic benefits. The key element of this role is to provide support to the sales team. You will be responsible...
-
Assistant Store Manager
4 weeks ago
Exeter, United Kingdom Acorn by Synergie Full timeAre you looking for an exciting new opportunity in retail management? We have the perfect role for you! Acorn by Synergie are currently seeking an Assistant Store Manager to join their client's team at their store in Plymouth.£33,600 per annum5 days over 745 hours per weekAs the Assistant Store Manager, you will play a vital role in assisting the Store...
-
Assistant Management Accountant
3 weeks ago
Exeter, United Kingdom Wise Employment Full timeAssistant Management AccountantPermanent, Full-Time hours, Office based, salary starting from £35,000 with Bonus and excellent benefits.Are you looking to work for Business with that Family run feel and values?Have you got experience within the Motor trade industry?A fantastic opportunity to develop a great career in the Automotive industry for an Assistant...
-
Wealth Management Assistant
4 days ago
Exeter, United Kingdom Avocet Legal Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant.This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Audit Assistant Manager
4 weeks ago
Exeter, United Kingdom Pro-Finance Full time**Audit Assistant Manager** **Exeter** **£35,000 - £40,000** As Audit Assistant Manager within this well-established firm, you will play a key role in the client relationship, be exposed to interesting and varied work and have the opportunity to progress in your career from day one. **What's great about this Audit Assistant Manager role?** - Scope for...
-
Wealth Management Assistant
10 hours ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Wealth Management Assistant
10 hours ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter. Wealth...
-
Wealth Management Assistant
6 hours ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Wealth Management Assistant
43 minutes ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.This full-time, permanent role offers the chance to contribute...
-
Wealth Management Assistant
16 hours ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Wealth Management Assistant
16 hours ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Assistant Management Accountant
4 weeks ago
Exeter, United Kingdom Wise Employment Full timeAssistant Management AccountantPermanent, Full-Time hours, Office based, salary starting from £35,000 with Bonus and excellent benefits.Are you looking to work for Business with that Family run feel and values?Have you got experience within the Motor trade industry?A fantastic opportunity to develop a great career in the Automotive industry for an Assistant...
-
Trainee Site Assistant
4 weeks ago
Exeter, United Kingdom Redrow Full timeSummary Redrow Homes are looking for an individual who is passionate about becoming a future Site Manager and has a keen interest in the day to day running of a site. As a Trainee Site Assistant you will help with numerous tasks to assist Site Mangers in successfully completing projects and assignments. The successful candidate would need excellent...