Assistant Investment Manager

Tilney Group
Birmingham, UK
16 Jun 2019
02 Jul 2019
Contract Type
Full Time
Are you a whizz with the written word?

Would you describe yourself as a natural networker?

Are you ambitious for your career and looking to work somewhere that will support you from the ground up?

If you can emphatically answer yes to the above questions and have a genuine interest in financial services then our Birmingham team are keen to hear from you!

This role is about taking the innate skills you have and moulding them to become an Investment Manager of the future, hence the Assistant bit in the job title above! The team are seeking someone flexible, willing to learn with a positive attitude looking to build a long term career where over time exams will be paid for and your skills nurtured to shape you.

If you have an eye for detail, would describe your approach to work/your degree as meticulous as well as being able to manage deadlines then the team want to meet you, test you a wee bit on the above traits and mentor you to be in a position to be able to:
  • Generate advise letters for clients
  • Manage client queries that will include liaising with providers, chasing outstanding information and then updating clients
  • Investigate client queries working with internal and external colleagues to resolve in a timely manner
  • Prepare reports

Overtime your duties will expand as you embark on the path to becoming an Investment Manager, something that the team envisages will take approximately 18 months but this is very much in your hands!

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