This is an excellent opportunity for someone with a background in investment management who is committed to professional development and providing exceptional client service. […]
Assist in the management of client portfolios, including trade execution (as appropriate to your competency level). Prepare materials and documentation for client meetings and investment reviews. […]
Qualifications: Relevant Level 7 financial qualification or working towards (e.g., QFA, CFA Level I) Commitment to ongoing CPD and regulatory compliance. […]
Career Development: This role offers a clear path to progress within...