Investment Manager (IFA)
Investment Manager (IFA) - Northampton - Up to £70,000A highly-reputable wealth management practice are seeking a Investment Manager to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. As a firm they have both a wealth management and asset management arm, so someone with experience in both would be ideal!Key Responsibilities:Conduct detailed research across asset classes, funds, and market themesSupport the ongoing management of discretionary client portfoliosPrepare client reporting, portfolio reviews, and investment updatesSupport client and adviser meetings where appropriateMonitor portfolio positioning, risk exposures, and performanceRequirements:Experience within wealth or asset management (typically 2-5 years)Exposure to discretionary portfolio management and/or investment researchGood understanding of financial markets, asset classes, and portfolio constructionProgress towards or completion of CISI Level 7 (or equivalent)Benefits:Pension contributions matched at 6% (increases to 8% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilitiesHoliday tradingCash plansChildcare vouchersEmployee assistance program (EAP)Cycle to work schemesDental InsuranceTravel InsuranceDiscount / purchase schemes25 days holidays plus bank holidaysWorking Environment:There is no work-from-home policy, as the ..... full job details .....
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