Current Vacancies

• Investment Manager

  consultant: James Rendell reference: JR-6861 Location: Plymouth, Devon
  Salary: £60000 per Annum Contract: Permanent

  Investment Manager
  Location: South Devon
  Salary: £Neg D.O.E

  An RDR ready, National, reputable Investment Management firm, which provides Investment Management, Pensions and Advisory Services for Private, Institutional and Corporate clients are looking for a qualified Investment Manager for their South Devon office. The role will revolve around Discretionary portfolio management so you will need to be at least Level 4 qualified.

  Responsibilities:

  Advising on and managing the investments of clients and to provide any other related services which fall within the Client Agreement and which are within the defined competency of the Manager
  To represent the company and the division to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives
  Maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties and the regulator
  Responsible for the management of a portfolio of clients
  Developing new clients
  Providing factual advice for a broad range of clients

  Skills and Qualifications:

  CISI Qualified (Diploma qualified)
  RDR Compliant
  IMC Qualified
  Wealth Masters
  Demonstrable experience of Client Investment Management
  Fully understand the changes coming into place
  Have an in-depth understanding of financial markets, wealth management and compliance
  Candidates with their own client base would be looked on favourably

  Add to Folderreference: JR-6861