Financial Portfolio Specialist

3 weeks ago


Manchester, United Kingdom Annular Group Full time

Company Overview:

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Annular Group is a UK-based independent stockbroking business that has partnered with a leading investment management company. The firm aims to deliver exceptional personal investment services, enhancing clients' wealth through open communication and collaborative working.

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Job Summary:

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This role involves managing advisory and discretionary portfolios for clients, customising them to meet their investment objectives. As an Investment Manager, you will be responsible for expanding client networks, developing new business, and participating in strategic committee meetings.

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About the Role:

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You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to grow your client base. Supported by a dynamic team, you will be empowered to attract new business as part of our growth strategy.

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Duties & Responsibilities:

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  • Manage a variety of advisory and discretionary portfolios
  • Develop bespoke portfolios considering clients' suitability and performance goals
  • Engage in marketing and business development activities, including pitches and presentations
  • Participate actively in investment committee meetings
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Requirements:

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To succeed in this role, you should have a deep understanding of investments and stock markets, as well as excellent communication and interpersonal skills.

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Benefits:

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This role offers a competitive salary of £80,000 - £120,000 per annum, plus benefits and a dynamic work environment.

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Contact Information:

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Please note that we do not accept applications via email or phone calls. We encourage interested candidates to apply online.



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