Mbf are working with a fully independent Financial Planning practice in Exeter to recruit an Assistant Portfolio Manager. They are a Chartered organisation with a strong reputation, whilst the Financial Planning division stands out in its own right it makes up part of a much larger very successful organisation.
The role would suit an individual who is looking to build a career in investment management, as part of the role you will be expected to attain Level 4 Diploma CISI/CII.
They are now seeking to recruit an Administrator/Executive/Graduate who can work within wealth team providing full support.
- Support clients & Portfolio Management team
- Ensure client accounts and portfolios are kept compliant with regulations and internal procedures
- Be a point of contact for clients, intermediaries, solicitors, trustees and accountants - be a first point of contact for any questions & queries
- Liaising with Fund Managers and complying with regulations to make sure clients instructions are met
We are looking for a professional individual who has worked within a similar type role, you should have a good understanding of Wealth/Investments and will have a genuine interest in the industry or an ambitious graduate who is looking to start their career.
The client is offering a basic salary to £28,000 + bonus and company benefits. Most importantly they are offering a stable working environment where you will be provided with full on the job training/support and help with exams which will allow you to have a long-term career in the industry.