Investment Manager

We are working with a one of the UKs largest Wealth Management organisations to recruit an experienced Investment Manager. Our client is an established, highly regarded firm with a national presence and due to continued growth, they are now looking to recruit an IM to join their Exeter operation.

You will be responsible for providing investment advice and management services to customers following a full assessment of their individual objectives. You will have a detailed and thorough understanding of the market and be able to communicate this effectively to both private clients and professional intermediaries.

To be considered you need to have experience as an Investment Manager and will be suitably qualified.

You must have experience building relationships & networking with internal teams, you will work closely with Financial Advisers who will provide you with high quality leads. The Exeter Financial Planning team are one of the busiest in the whole organisation, as a result you will receive a very large number of leads upon joining and thereafter. Although you will be provided with leads, the client is keen to recruit someone who has previous experience developing business as this will be a vital part of the role.

The client is offering an excellent package which can be negotiable for the right individual.