Investment Manager

Recruiter
MB Fitzgerald
Location
Guildford, UK
Salary
Competitive
Posted
20 Jun 2019
Closes
02 Jul 2019
Ref
1185703441
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We currently require an experienced Investment Manager to join a leading Wealth Management business based in Guildford.

We are looking for candidates with extensive Investment Management experience.. You will ensure the efficient management of "high touch" client portfolios, with particular regard to observation of client investment guidelines, suitability, capital gains tax limitations (if applicable) and general planning aspects, adhering to the FSA rules on Conflicts of Interest and Treating Customers Fairly.

You will need to work closely with the regional BDM and the Head of Intermediary Services to build strong relationships with IFAs in order to promote the development of new business opportunities.

You must have also have the aptitude and appetite for making high level presentations internally and externally and will manage a small team.

Package will be to £70,000+Bonus and Excellent Benefits.

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