Job Description
We are currently recruiting for a leading Financial Services business in London who are looking to recruit 2 Investment Managers as they are looking to expand their Investment Advisory Department.
Role Purpose
To contribute to the growth of the business by servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market, often working with third party intermediaries.
Key Accountabilities
Experienced regulated Investment Adviser to advise private clients, trusts and some corporate clients on:
- Strategic asset allocation and collective investment funds;
- Long term cash flow projections;
- Pension contribution planning and taking benefits;
- Life assurance;
- Deposits and other cash based investments;
- Wider holistic financial planning.
Meet the company's compliance requirements and maintenance of regulatory status....