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Investment Adviser

Job description

Are you a recently qualified/CF30 approved individual with experience in an Investment Manager role? If so then keep reading!

As one of the UK's largest discretionary investment management firms, this business has managed bespoke investment portfolios for individuals and families for generations. The business is managing over £100 billion of investments on behalf of over 900,000 customers.

Main purpose
To provide investment advice and/or investment management services to private clients of the business in accordance with their individual circumstances and investment objectives.

Educated to at least equivalent to UK graduate level
Professional qualifications as specified by the relevant regulatory authority and the company's T&C scheme

Knowledge, skills and experience

  • Knowledge and experience of investment management
  • Ability and flexibility to learn proprietary IT systems quickly
  • Flexibility to work unusual hours on occasion and when required
  • Ability to prioritise workloads and complete tasks to deadlines

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.