Portfolio Manager
Heat Recruitment
8h ago

Located in London, this client is a well-established, award winning firm who specialise in delivering a top class, bespoke Financial Planning service.

They deliver a full holistic financial planning service to their high-net-worth clients, ensuring they achieve financial independence and meet their financial goals.

They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial services sector.

The Opportunity

A fantastic position has been created within this financial planning firm for a Portfolio Manager to join their investment team.

Working alongside an experienced team and regularly dealing with clients, there will be an emphasis on client contact and providing a quality bespoke service.

  • The day-to-day role will consist of the following;
  • Running client portfolios & the day to day management

    Investment research

    Meeting both clients and platforms / fund managers

    Risk budget

    Private equity investment research

    What’s needed for me to be considered?

  • CISI Level 4 Investment Management Qualification (Or Equivalent)
  • CF30 Adviser function
  • Experience of providing discretionary investment management service to clients.
  • Strong interpersonal skills and the ability to deal with clients via phone, email and face to face.
  • What next?

    Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

    In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

    Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

    Job Synonyms :

    Portfolio Manager, Investment Manager Support, Technical Assistant, Wealth Management Support, Portfolio Analyst, Investment Analyst

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