At a Glance
- Tasks: Manage client portfolios and conduct portfolio reviews while executing trades.
- Company: Join a growing boutique wealth management team at Eden Rose.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work closely with senior leadership and grow your career.
- Why this job: Inherit key clients and make a real impact in wealth management.
- Qualifications: Experience in investment management and strong client servicing skills.
The predicted salary is between 54000 - 66000 £ per year.
Eden Rose is seeking an Investment Manager to join its growing boutique wealth management team in Cirencester.
You will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the development of the firm's investment proposition.
Working closely with senior leadership, you will manage client portfolios, execute trades across advisory and discretionary portfolios, and prepare suitability reports.
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Investment Manager: Inherit Key Clients & Study Support in Stratton 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.
