Our client is an independent fund management company, authorised and regulated by the FCA. They manage portfolios for individuals, families, companies and trusts.
Offering Bespoke Portfolio Management, Managed Portfolio Services and Platform-based Managed Portfolio Services, our client is looking to grow 3x in the next 5 years. The average portfolio is £1-2m, and they are looking to add to their Investment Managers team, with individuals who can bring a book of business with them, and have the opportunity to manage their clients on a more personal basis than.
You will have access to highly qualified Financial Advisors and a great support infrastructure in place, with a central London office for meetings.
You will be CISI or CFA qualified
You will be able to bring with you a book of business of £10m+