Investment Manager/Leeds/Kendal/Carlisle

Clark James
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Our client, a well-established name and multi-financial service based operation, are looking for an experienced Investment Manager to work with and support their investment and financial planning arm. The successful candidate will be based out of one of their locations in and around the North West/Cumbria, including Leeds, Carlisle, Northallerton and Kendal. Working from home may also be an option. From this base, you'll visit and support the regional Financial Planners and assist and advise on their client's investment portfolios.

Suitably qualified and experienced candidates looking to relocate, whilst attempting to redress their work/life balance, will also be considered.

This is a fantastic opportunity to join a growing operation at what could be the relatively early stages of its growth within wealth and DFM.

The successful candidate will need to be RDR compliant, preferable to level 6 or 7 and have a good track record in both relationship and investment management, combined with an experience of working with Financial Planners and Wealth Managers. More information and detail is available and happy to discuss with a phone call.

In return, the client is offering a salary c. £60K, negotiable, plus benefits, dependent upon qualifications and experience.

Clark James is a specialist recruitment firm acting as recruitment provider to some of the country’s leading Stockbrokers and Investment/Wealth Managers. With a stock broking and Investment Management background of over 20 years, this is a market we understand.

Applications are welcome from qualified and experienced individuals and all enquiries will be dealt with in a discreet and confidential manner.