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Investment Manager - Portfolio Provided

  • Salary: £40000 - £70000 per annum + Benefits package, bonus
  • Location: Birmingham, West Midlands
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    27 Aug 2019
  • Job reference: 31747

Your new company

Your new job working as an Investment Manager will be for a global firm based in Birmingham. The independent, boutique structure of your new firm enables them to attract and retain highly talented people. They are keen to nurture the ideas, knowledge and expertise of their Fund Managers and believe the flexibility to pursue high conviction investment ideas. You will be joining a team of experienced highly experienced Investment Managers 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, along with managing and developing an existing portfolio. This role is an outstanding opportunity for an qualified Investment Manager who is looking to elevate their career to the next stage. There is genuine opportunity for to develop within thew role at a pace that suits you. There will be no expectations to develop new business year 1, as you will be handed an existing portfolio of clients for you to retain and then develop as you gain more experience and understand the firms process's. Due to the size and scale of this reputable brand, leads will be continuous through their professional connections, other arms of the business and through networking events headlined by the firm. To be considered for the role, you will need to have a relevant investment qualification, have a genuine approach to improve a clients financial situation and be a genuine team player.

What you'll need to succeed

  • Level 6 or 7 FCA recognised relevant qualifications e.g CISI Wealth Manager
  • Investment management experience
  • Good understanding of FCA regulation
  • Ethical approach and a genuine team player

What you'll get in return

  • £40,000 - £70,000 basic salary
  • Competitive bonus structure
  • 11% pensions contribution
  • Share options
  • Tailored employee benefits
  • Full study support and opportunity for progression

You'll be offered a competitive salary of £40,000 - £70,000 plus bonus and a comprehensive benefits package. You will receive support from the Directors within the business and enjoy working for one of the UK's leading independent asset management firms.

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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