7 days left
- Full Time
Exchange Street is currently looking to recruit an experienced consultant for a highly regarded regional investment management and financial planning practice in the Cambridge area. Through a combination of expansion and succession planning, they are in a position to support a service orientated Investment Manager with a portfolio of existing clients.
With 7 established investment managers already at the practice and the support of a highly skilled back office team, this is a fantastic opportunity for an experienced individual who is looking to build a long term career at firm who truly values continuity for clients and the benefits of working in a cohesive and close knit group. Clients are largely local with existing portfolios from £200,000 upwards.
This is an authorised role and to be considered it is a pre-requisite that applicants have a recent background in offering full discretionary investment management services and current CF30 status. In return the role offers an attractive basic salary up to £60,000 along with an extensive benefits and discretionary bonus.
For further information and a confidential discussion about this position, please apply below.