Investment Manager

Search Consultancy
West Yorkshire West Yorkshire Yorkshire And The Humber, Yorkshire And The Humber, United Kingdom
Competitive Salary
Feb 19, 2021
Mar 27, 2021
Job Role
Contract Type
Full Time
Level of qualification
CIMA, Qualified

Investment Manager (PI & Clinical Negligence) - Yorkshire

Basic from £70,000 plus benefits

A fantastic opportunity to be part of a forward thinking investment and financial firm, with established offices throughout the UK, who are looking to further develop their specialist investment offering.

The role:
You will be responsible for providing investment advice and management services to customers following a full assessment of their individual objectives. You will have a detailed and thorough understanding of the market, ideally with experience in PI and Clinical Negligence, and be able to communicate this effectively to both private clients and professional intermediaries. You will be responsible for developing long lasting relationships with customers through ongoing management of discretionary investment portfolios and excel at building and maintaining relationships with internal teams such as marketing in order to maximise all opportunities to win new business.

You MUST have a solid background in discretionary and advisory portfolio investment management and be professionally qualified via the CISI (level 6 as a minimum) to provide advice to private clients. A consultative approach to business coupled with a desire to provide an exemplary level of service at all times is paramount as is the ability to maintain the correct levels of profitability for both the business an the individual. Ideally you will have experience of PI and Clinical Negligence business and, whilst not essential, an existing book of transferable business to some degree is preferred, but each case would be considered on its own merits.

Contact Chris Smith at the Search office in Leeds, on his LinkedIn page or apply directly via this posting.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.