Job Title:
Assistant Investment Manager

Industry: Wealth Management

Location:
Home-Based

Salary:
£45,000 - £60,000 + bonus

Reference Number: 14923

Job Description:

Recruit UK are working on an excellent opportunity for an Assistant Investment Manager to join a boutique, fully integrated Wealth Planning company in a remote capacity.

This independent, Chartered firm draws on an impressive history. They run a client-centric proposition focusing on high value, bespoke services and currently manage over £1.2billion of private client's money.

The role involves supporting the in-house investment team to maintain and develop a full suite of active, passive, overseas and sustainable Model Portfolios operating on two DFM platforms. This is a career-defining position, working closely with and reporting to the highly successful Investment Director. Not only does this offer an unrivalled learning opportunity, but there is also clear-cut progression with the prospect of taking over an existing portfolio of clients.

What's in it for you?

• Boutique, Chartered and fully integrated wealth management firm
• Work closely with the highly successful Investment Director
• Clear cut progression with potential to take over an existing client portfolio
• Support with professional exams and ongoing development
• Home-based opportunity
• Impressive benefits package and discretionary bonus
• Competitive salary up to £60,000

Skills and experience required:

• Ideally 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager
• Degree-level educated
• Significant progress with professional qualifications through the CII, CISI or CFA
• Commitment to continuing professional development
• Although initially home-based, you must live close enough and be happy to travel into the central London office 1 or 2 days a week further down the line
• In-depth knowledge across a broad range of asset classes
• Demonstrable experience of private client portfolio construction
• Significant direct client contact would be advantageous
• Keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes
• Strong IT skills and understanding of industry research/analysis tools (FE Analytics advantageous)
• Ambitious and motivated with great communication skills
• Client-centric focus