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Investment Manager

  • Salary: Benefits package
  • Location: Birmingham, West Midlands
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    28 Nov 2018
  • Job reference: 30906

Your new company

Your new job working as an Investment Manager will be for a leading wealth management firm based in Birmingham. They have a long, distinguished heritage and have been providing wealth management solutions for over 20 years, with offices based throughout the UK. They build strong relationships with their clients that allow them to fully understand their financial requirements. Due to the growth within the company, a permanent position as an Investment Manager has arisen to join this energetic, driven business. You will be joining a team of experienced Wealth Manager's who provide an award winning service, retaining and working with some of the wealthiest clients in the Midlands.

Your new role

Your new job working as an Investment Manager is an all-encompassing role, where you will be required to build relationships internally with Financial Planners and generate new business by growing the funds. There are hundreds of millions of pounds sitting within other DFM's, cash, stocks and shares from within the existing client base for the Investment Manager to tap into. This role is an outstanding opportunity for an individual who is tired of banging down doors to generate new business and is looking for an active pool of Financial Planners to work with, to achieve realistic and achievable targets.

What you'll need to succeed

Your previous experience working as an Investment Manager, managing relationships and a portfolio of customers, will contribute to your success in securing this role. You will have proven previous experience in managing funds as well as products and providing wealth management solutions. You will keep up with the latest market insight and continuously share knowledge with your clients. Ideally, you will hold RDR Level 4 qualification (my client will consider any approved RDR route, including combinations of the IMC, CFA or CPD qualifications).

What you'll get in return

You'll be offered a competitive salary of up to £70,000 plus bonus and a comprehensive benefits package. You will receive support from Directors and enjoy working for one of the fastest growing wealth management firms in the UK.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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