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Researching companies , presenting discretionary portfolios and building funds under management for clients who already have accounts with leading brokerage firms , but want a higher level of care and research , and expect the highest levels of service.
The sucessful candidate will currently be CF30 with a curent SPS and will likely be level 6 qualified . They will already be running discretionary funds and are looking for the next opportunity to broaden thier knowledge and client base .
Dealing , preparation of reports , client liason and risk monitoring together with discretionary fund management, account opening and client acquisition are all part of the broad range of roles that a senior member of staff will carry out.
This is a senior role with the opportunity to develop further within the firm
Internal Number: 4384372
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