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Investment Manager

  • Ref: JH2607

Well respected and award winning provider of Wealth Planning and Investment Management advice are currently seeking an Investment Manager to join a growing team in Exeter as part of a continued growth strategy.

As an Investment Manager, you will be joining a growing team where you will be provided with the necessary support to succeed within your role.

This position is well suited to someone with a proven track record within Investment Management, is Level 4-6 CISI and ideally CF30 Qualified, with notable achievements in managing and developing a client portfolio, and wants to be part of a growing and forward thinking organisation with an outstanding reputation.

Investment Manager responsibilities include...

  • To take care of client portfolios and client relationships to the highest possible standard
  • Daily administration of portfolios and accounts
  • Monitor and review client portfolios to determine their suitability, investment performance and tax considerations

Investment Manager requirements include...

  • Proven experience in Investment Management
  • Minimum of Level 4 Diploma
  • CF30

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