£35000 - £45000 per annum, Benefits: Competative Benefits + Bonus
0113 274 3000
3 months ago
Over 2019 the business has seen a strong uplift in AUM and headcount across the UK and 2020 looks to be following the same pattern.
This is an exciting opportunity for somebody who is currently studying their CISI qualification (minimum Level 4 IAD qualified) who has recent and relevant experience within the industry.
- Working alongside experienced Investment Managers and Directors
- Exposure to HNW clients, shadow meetings and regular correspondence on behalf of management
- Monitor both model and bespoke client portfolios
- Review portfolios and help prepare suitable switch recommendations
- Help to prepare market commentaries
Attention to detail is key along with a pro-active mindset and a willingness to learn and challenge.