Trainee Investment Manager
MB Fitzgerald is currently working with a Chartered Financial Planning Practice Based in Stansted. They currently require a Trainee Investment Manager, as the Investment Analyst/Paraplanner, you will work closely with their established investment committee providing broad investment research across various sectors with a focus on collective investments. You will have some knowledge of the management of multi-asset client portfolios, rebalancing portfolios and report/commentary writing. You will be comfortable dealing with clients over the phone and face to face and have experience working with investment platforms, fund research and risk profiling software. The successful candidate will have at least two years' experience working in a similar role for a Wealth Manager or Discretionary Manager and will have achieved or be working towards completing the IMC, CFA, Investment Advice Diploma or equivalent.
This job was originally posted as www.totaljobs.com/job/80705383