Investment Manager

  • Location

    Bristol, England

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £60000 per annum + Excellent bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2593_1600765329

  • Published:

    28 days ago

  • Expiry date:

    2020-10-22

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

We are working with a very well known, successful and growing Investment Management organisation to recruit a Stockbroker/Investment Manager. Our client has won multiple awards and have upwards of £2B client's assets under management.

The client is looking for an experienced Level 6 qualified individual with the Securities module to join their Bristol based team. To be considered you MUST be in a similar position already and will hold valid SPS, ideally you will have 5 years.

This role will involve -

  • Offering clients appropriate advice from the in-house research team
  • Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client's needs
  • Understand investments, tax, trust, pensions, financial planning and banking service offerings, liaising with product specialists as appropriate, to deliver suitable services to the client
  • Actively seek new business opportunities through own networks, working closely with key stakeholders, e.g. events, attending exhibitions, being active in local social/business circles, following up leads, explaining the firms' services to potential new clients and following up all opportunities to win new clients

The client is offering a competitive basic salary plus excellent bonus and company benefits.