An exciting opportunity has arisen for an Investment Manager with an established client base, to join our Investment Management team at our Hereford office.
This role would suit an individual who values autonomy and wants to work for a Firm whose vision is to be the most trusted independent provider of personal investment services. Our Mission is to provide excellent personal investment services that enhance clients’ wealth.
What you will be doing
You will be able to utilise your expertise and knowledge to create, advise upon and manage individually-tailored portfolios that are designed to achieve your client’s investment objectives and timescales. This role will also allow you to develop and expand your existing client network using business development strategies.
What you will bring to the team
A keen eye for detail along with excellent written and verbal communication skills, with a focus on providing outstanding client care. A detailed knowledge of all aspects of investments and stock markets generally. Working closely with clients, you will need to be confident with an outgoing and friendly manner. You will be able to demonstrate good time management skills as well as the ability to work well within a team. The role requires an appropriate RDR compliant qualification relating to securities such as the CISI level 4 Investment Advice Diploma or equivalent.
In return, we offer a competitive reward packaged including 25 days annual leave plus bank holidays (increasing with service), contributory pension, private medical care and travel loans.
Our values of Excellence, Integrity, Respect, Responsibility and Teamwork reflect this and are at the heart of all we do. If these values and behaviours resonate with you and you would like to pursue a career at an award-winning firm that is proud of its history and values its people, then we would love to hear from you.
Please submit your CV along with a covering letter. Alternatively, please contact our Human Resources Department for an informal discussion about the role.
- Communication Skills
- Time Management
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