At a Glance
- Tasks: Manage client portfolios and develop investment strategies in wealth management.
- Company: Reputable wealth management practice in Northampton with a strong client focus.
- Benefits: Competitive salary, professional development, and opportunities for client acquisition.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: 2-5 years in wealth or asset management and progress towards CISI Level 7.
The predicted salary is between 50000 - 70000 £ per year.
Eden Rose is seeking an Investment Manager (IFA) in Northampton to join a reputable wealth management practice.
You will take over a small client bank, manage existing clients, and have potential to acquire new ones.
The role spans wealth and asset management with a strong emphasis on discretionary portfolios.
The ideal candidate will have 2–5 years in wealth or asset management, experience with discretionary PM and investment research, and progress towards CISI Level 7.
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Investment Manager - Wealth & Asset Management employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
