Our client being a Private Wealth Managers based in Essex are looking to recruit an experienced and ambitious Assistant Portfolio Manager to shadow the Advisors by taking on new clients and building a client base. This is a new role working within a friendly team.
They are Chartered Financial Planners, recognised by the CII for our overall standard of professional excellence and commitment to clients, partners and employees. As one of only a select number of Wealth Management firms in the UK with Chartered Status, this demonstrates their capabilities within a number of key areas including: Ethical practice where our services are based around the needs and requirements of clients, the provision of competent and knowledgeable advice, the provision of service and support of the highest quality.
This role is ideal for a serious and experienced 2nd jobber looking to develop a client portfolio.