Investment Manager

Partnered with a bespoke, independent investment management firm in search of a Qualified Investment Manager for their Birmingham office.

The role:

• Review portfolios regularly and make portfolio changes
• Ensure portfolio confirms to client requirements
• consider recommend share list
• consider tax implication
• attend daily/weekly meetings
• commuting with clients
• refer non-investment matters to relevant role
• write valuations reviews and keep general correspondence up to date
• Take responsible for market sector
• Attend broker meetings
• Take opportunities to acquire new clients

To be successful:

• Level 6/7 FCA recognised relevant qualifications e.g CISI Wealth Manager
• Significant investment management experience
• Good understanding of FCA regulation and how they apply to this role
• Broad knowledge of personal tax

You will be rewarded with:

• £60,000 basic salary
• Competitive bonus structure
• 11% Pensions Contribution
• Share options
• Tailored employee benefits

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.