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Job Details

Closing Date
31/12/2018 00:00
30 July 2018

Investment Manager - Hereford

The Investment Management Department is seeking an enthusiastic Investment Manager to join our team at our Hereford office.

Reporting to the Head of Office, the role involves handling the day-to-day management of advisory and discretionary portfolios and day-to-day dealings.

Main responsibilities
  • Managing investment portfolios for Advisory and Discretionary clients, in accordance with the agreed risk profile and objectives.
  • Providing a dealing service to Execution-Only clients.
  • Maintaining good relationships with clients and expanding the client network with business development strategies.

Desirable skills and experience
  • A detailed knowledge of all aspects of investments and the markets generally.
  • Previous experience as an Investment Manager.
  • Excellent written and verbal communication skills
  • High level of confidence with an outgoing and friendly manner.
  • Good time management skills and the ability to work well within a team.
  • An up-to-date valid statement of Professional Standing and an established client bank.

Applicants must be RDR qualified and hold industry level qualification e.g. CISI Level 4 Investment Advice Diploma in Securities; Level 6 PCIAM Diploma; CISI Masters (Wealth Management); or equivalent accredited body retail qualification relating to securities.

Benefits: 25 days holiday plus bank holidays, discretionary bonus, contributory pension, private medical care.

If you are looking for a new opportunity with a firm which provides the flexibility for you to manage your clients’ portfolios to suit their individual needs, please send your CV.
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