This client a growing success story
With offices in Bristol and Cardiff they have grown year on year through good management, offering Independent Financial Advice with excellent service to clients.
They have close to £200m of AUM and have a variety of fund based model portfolios suited to clients with £400k and above of investable assets. Their charging structure is competitive and they have a knowledgeable, friendly team
They wish to recruit a Portfolio Manager to be based in Cardiff.
A minimum of level 4 is essential, ideally candidates will be level 6 or level 7 qualified
Five years’ experience is essential.
This company is looking for proactive professional individual who has at least four years’ experience as a Portfolio Manager. Technically adept with good communication skills you will have experience of dealing with clients to rebalance portfolios to reflect trends and risk. This, together with strong analytical skills, are essential to benchmark and research suitable funds/ markets for ongoing growth.
Salary is between £40k-55k
To apply for this job click Apply below or call John Anderson at Recruit UK on 01179-450450 and quote Financial Planning Today jobs and reference number 11589