Investment Portfolio Manager

  • Job Reference: 11534
  • Date Posted: 17 February 2020
  • Recruiter: Paul Mitchell Associates
  • Location: Leicester
  • Salary: £40,000
  • Bonus/Benefits: + KPI Bonus
  • Sector: Accounting & Finance
  • Job Type: Permanent
  • Duration: Permanent
  • Work Hours: Full Time

Job Description

11534 - Investment Portfolio Manager Job Spec
Location: Canary Wharf / Leicester

Summary
Our client, a successful Independent Financial Advisor firm with offices in London (Canary Wharf) and Leicester, is seeking a chartered Investment Portfolio Manager to maintain and grow a portfolio of clients on a full-time permanent basis.

The role could be based in either the London OR Leicester office. The successful candidate will be responsible for sourcing, negotiating, developing and closing investment opportunities.


Responsibilities
*Managing and maintaining client investment portfolio,
*Setting up discretionary licence fund management under the FCA,
*Meeting various clients and understanding what they want to achieve,
*Gathering information and making informed financial recommendations and decisions
*Attending events to maintain the relationship for projects in the pipeline,
*Managing investor relationships and liaising with suppliers (including reporting),
*Develop new investment opportunities by agreeing timescales, costs and resources needed,
*Reporting regularly and carrying out such other reasonable duties that may be required by the Director,
*Organising external and internal events,
*Keeping knowledge up to date about the UK economy, current financial news and financial markets,
*Knowledge and understanding of assisting with applications for investments in properties.

Reporting to: Director


Requirements
To be considered for this position, the ideal candidate should:

*Qualifications: Chartered Investment Analyst
*Possess demonstrable experience in investment management services,
*Awareness and technical knowledge of products and the industry is essential,
*Have a positive & proactive approach, able to work under pressure whilst maintaining a high quality of work at all times,
*Possess excellent communication skills,
*Be willing and able to travel to visit clients.


Package
*Appointment Type: Permanent
*Salary: £40,000 per annum + KPI Bonus (subject to experience)
*Hours: Full-Time Mon-Fri 8:30am-5:00pm (37.5hrs per week)
*Holiday 20 Days + Bank Holidays
*Parking Nearby

If you're interested & think you're suitable for this opportunity, please apply online OR call Paul Mitchell Associates (quoting ref: 11534) on 0116 254 9404.