Financial Services Manager

3 days ago


Hereford, Herefordshire, United Kingdom Heat Recruitment Full time

We are seeking a highly skilled Financial Services Manager to join our team in the South West of England.

The successful candidate will be responsible for managing and advising on a book of discretionary, advisory, managed and XO client investment portfolios.

This is an excellent opportunity for a goal-orientated individual with a solid background as a UK Discretionary Investment Manager to further develop their career in financial services.

The ideal candidate will have a demonstrable track record in closing new high-end investor business and possess a small book to start, somewhere in excess of £10m would be ideal.

In return for your expertise, you can expect a competitive salary of approximately £50,000 - £80,000 plus bonus and full package.

Key Responsibilities:

  • Manage and advise on a book of discretionary, advisory, managed and XO client investment portfolios
  • Place deals resulting from portfolio reviews and option/derivative trades as and when required
  • Acquire additional business from existing and new connections as well as working closely with colleagues across the business


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